# Heritage Advisory LLC

> Heritage Advisory LLC is a state-registered investment advisory firm in Woodbury, NY, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated April 9, 2026.

- CRD: 339886
- Filed as: HERITAGE ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Woodbury, NY
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339886
- AdvisorCensus page: https://advisorcensus.com/firm/heritage-advisory-llc-woodbury-ny-339886

## Quick answers

**How is Heritage Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Heritage Advisory LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Heritage Advisory LLC located?**
Heritage Advisory LLC's principal office is in Woodbury, NY, according to its Form ADV.

**Is Heritage Advisory LLC registered with the SEC or a state?**
Heritage Advisory LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339886.

**Does Heritage Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339886

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 19 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [heritagesllc.com](https://heritagesllc.com)
- LinkedIn @heritage-strategies-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Heritage Advisory LLC (CRD 339886): Form ADV filing data as of October 2026.