Frederick R. Maclean, Jr.
Professional summary
Frederick Richards Maclean, Jr., CFP®, who also goes by Frederick Richards Maclean Jr., Frederick Richards Maclean, Frederick Richards Maclean Jr., is a registered financial advisor currently at HERITAGE INVESTMENT GROUP, INC. located in Pompano Beach, Florida.
Frederick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Frederick has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Frederick Richards Maclean, Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
July 16, 2001 - Present
HERITAGE INVESTMENT GROUP, INC.
Office #1: 2480 N.e. 23rd Street, Pompano Beach, FL 33062April 28, 2005 - October 24, 2006
HERITAGE INSTITUTIONAL ADVISORS, LLC
Primary Firm SEC Registration
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204 / SEC#: 801-60396
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/16/2001)
(4/28/2005)
Exams
Current Firm
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204 / SEC#: 801-60396
Contact information
SEC notice filing (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,211 |
| AUM (Assets Under Management) | $ 1,913,368,545 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/22/2025 | ||
| 10/04/2024 | ||
| 01/19/2024 |
Red Flags
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Company Information
HERITAGE INVESTMENT GROUP, INC.
CRD#: 113204Pompano Beach, FL 33062TRUST BUT VERIFY
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