Registry Member Since 2006

Paul Schatz

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Paladin Quality Rating: 5 Stars

PRC Certified: View Findings Report

My Philosophy My Disclosures

About Me

Type of Organization
  • Sole Practitioner
Name of RIA
  • Heritage Capital LLC
Relationship to RIA
  • Owner
Broker/Dealer Name
  • Did Not Answer
Years of Experience
  • 22 Years
Certifications & Designations
College Degrees
  • BA Political Science
Association Memberships
Registrations & Licenses
  • RIA/IAR Registration
CRD Number
IARD Number
Insurance Number
  • None
State Licenses (Investments)
  • None
State Licenses (Insurance)
  • None
View ADV
  • Available Upon Request
Compliance Disclosures
  • None
Criminal Disclosures
  • None
Financial Fiduciary
  • Yes
Second Language(s)
  • None
Social Connections

About My Business

  • 1 Bradley Road
    Suite 202
    Woodbridge, Connecticut, 06525
  • 203.389.3553
Number of Clients
  • Available Upon Request
Amount of Assets
  • Available Upon Request
Minimum Asset Requirement
  • $100,000
Types of Fees
  • Did Not Answer
Types of Commission
  • Did Not Answer
Advice & Services for Fees
  • Planning Advice & Services
  • Investment Advice & Services (Fees)
Types of Clients
  • Individuals
  • Foundations
  • Businesses
Limited Engagement Services
Investment Decision-Making
  • Did Not Answer
Primary Custodian(s)
  • Fidelity/National Financial Srvs
  • Rydex
Types of Reports (Frequency)
  • Did Not Answer

I certify the information in this research report is accurate and current.

Advisor Name: Paul Schatz
Most Recent Update: Oct 9, 2014

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