Meagan Elizabeth Roberts
Investment adviser representative at Heritage Wealth Advisors
12 yearsExperience
1 stateRegistered in
$4.9BFirm assets
20 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Heritage Wealth AdvisorsOct 2021 to now
- PricewaterhousecoopersJan 2014 to Oct 2021
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Heritage Wealth Advisors
Legal name: Heritage Wealth Advisors, LLC
$4.9BAssets managed
451Clients
15Advisers
20 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
- 7462097
- Firm CRD
- 137484