Heather Megan Anthony
Investment adviser representative at Covingtonalsina
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$282.9MFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Covingtonalsina, LLCNov 2025 to now
- Consulting/self-employedFeb 2025 to Oct 2025
- The Colony Group LLCJan 2018 to Dec 2024
- Bridgewater Wealth & Financial ManagementNov 2016 to Dec 2017
- UnemployedJun 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Covingtonalsina
Legal name: Covingtonalsina, LLC
$282.9MAssets managed
1,241Clients
4Advisers
3 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
- 8186879
- Firm CRD
- 326810