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Heather Anne Voight

Investment adviser representative at Sima Retirement Solutions, LLC
10 yearsExperience
1 stateRegistered in
$0Firm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

HourlyOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Pension consulting

Experience

10 years in the industry.

  1. Sima Retirement Solutions, LLCNov 2021 to now
  2. Sima Wealth Partners, LLCNov 2021 to now
  3. Suntrust Advisory Services LLCNov 2016 to Nov 2021
  4. Suntrust BankOct 2016 to Nov 2021

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

Registered as an investment adviser representative in 1 state (VA).

Sima Retirement Solutions, LLC

$0Assets managed
0Clients
5Advisers
1 yearIn 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
6708997
Firm CRD
286030
Advisor's SEC record (opens in a new tab)
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