Securities America, a wealth management firm within Advisor Group’s network, has recruited Heritage Harbor Financial Associates, an independent financial advisory business headquartered in Port Jefferson Station, New York, with three offices across Long Island that oversee $150 million in total client assets.
Heritage Harbor includes seven financial advisors who provide financial planning, asset management, wealth management and insurance services for high-net worth individuals and families across the country. Prior to Securities America, the advisors were affiliated with Equitable Advisors LLC.
Founded by Managing Partners Scott Zambelli and Michael Butensky in 2010, Heritage Harbor began as a provider of insurance products and has expanded into financial planning, asset management and wealth management services.
The team also includes financial professionals Fred Azzurro, Amanda Gonzalez, John Thomson, John Dinkelmeyer and Denise Chiarella, office manager Stacey Roser, and support staff.
Securities America is a subsidiary of Advisor Group, which also includes FSC Securities Corporation, KMS Financial Services, Royal Alliance Associates, SagePoint Financial, Securities Service Network, Triad Advisors and Woodbury Financial Services.
Securities America is headquartered in Omaha and supports approximately 2,600 independent financial professionals. Advisor Group serves approximately 11,300 financial professionals that oversee more than $450 billion in client assets.