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Managing Director of Financial Planning and Tax · Heritage Wealth Advisors

Meagan E. Roberts

CRD 7462097 · Named on Form ADV at one SEC-registered adviser

At a glance

Heritage Wealth Advisors, an SEC-registered wealth manager based in Richmond, VA with $4.9 billion in regulatory assets, lists Meagan E. Roberts on its Form ADV as Managing Director of Financial Planning and Tax, a control person.

Firms and roles

  • Heritage Wealth AdvisorsManaging Director of Financial Planning and TaxWealth manager · Richmond, VA · $4.9B in regulatory assets

AtlasMembers

Meagan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Delores A. RemoChief Executive Officer and Managing Director, Heritage Wealth Advisors
  • Charles T. HillChief Financial Officer and Senior Wealth Advisor, Heritage Wealth Advisors
  • Marshall O. ChambersDirector of Client Strategy and Development, Heritage Wealth Advisors
  • John G. JordanChief Investment Officer, Chief Compliance Officer and Managing Director, Heritage Wealth Advisors
  • Caroline E. BaronianManaging Director of Investments, Heritage Wealth Advisors

2 more people named with Meagan on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Meagan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.