Laura L Mcaree
Investment adviser representative at Heritage Investors Management Corp
12 yearsExperience
2 statesRegistered in
$4.6BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Heritage Investors Management CorporationMar 2020 to now
- Goldman Sachs Personal Financial Management/united CapitalMar 2019 to Mar 2020
- West Financial Services, Inc.Apr 2014 to Mar 2019
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Heritage Investors Management Corp
$4.6BAssets managed
762Clients
9Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3202593
- Firm CRD
- 110420