Heather Mcgolerick

MERITIS WEALTH MANAGEMENT

POTOMAC, MD 20854

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CRD#: 2341762

Professional summary

Heather Mcgolerick, who also goes by Heather Sullivan Mcgolerick, Heather Anne Sullivan, is a registered financial advisor currently at MERITIS WEALTH MANAGEMENT, INC. located in Potomac, Maryland.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Heather has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Heather Sullivan Mcgolerick | Heather Anne Sullivan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Mcgolerick's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 27, 2025 - Present

MERITIS WEALTH MANAGEMENT, INC.

Office #1: 12435 Park Potomac Ave Suite 440, Potomac, MD 20854

RIA

CRD#: 336539

POTOMAC, MD

Past

July 9, 2021 - July 11, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

POTOMAC, MD

Past

July 9, 2021 - July 11, 2025

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

POTOMAC, MD

Past

January 1, 2008 - July 8, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

WASHINGTON, DC

Past

January 1, 2008 - July 8, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

WASHINGTON, DC

Past

January 29, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

WASHINGTON, DC

Past

August 21, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

WASHINGTON, DC

Past

May 10, 2006 - August 14, 2006

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

March 16, 2000 - April 19, 2006

LOOMIS SAYLES DISTRIBUTORS, L.P.

CRD#: 41795

BOSTON, MA

Past

July 23, 1999 - October 4, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

February 28, 1995 - August 27, 1998

ADVEST, INC.

CRD#: 10

HARTFORD, CT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(6/27/2025)

IAR

Texas
(6/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/19/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/27/1995

General Securities Representative Examination

Current Firm

MERITIS WEALTH MANAGEMENT, INC.

MERITIS WEALTH | MERITIS WEALTH MANAGEMENT, INC.

CRD#: 336539 / SEC#: 801-132983

RIA

Registered Investment Advisory firm - (6/24/2025 120-Day Approval)

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Contact information

Main Address

12435 Park Potomac Ave Suite 440, Potomac, MD 20854

Mailing Address

Phone number

(240) 396-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERITIS WEALTH MANAGEMENT, INC. DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (10/16/2025)

Regulatory assets under management

Total Number of Accounts	329
AUM (Assets Under Management)	$ 199,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Heather Mcgolerick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Mcgolerick's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

NATIXIS DISTRIBUTION, LLC

LOOMIS SAYLES DISTRIBUTORS, L.P.

DB ALEX. BROWN LLC

ADVEST, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/19/2006

Series 63

Date: 4/20/1995

SIE

Date: 10/1/2018

Series 7

Date: 2/27/1995

Current Firm

MERITIS WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERITIS WEALTH MANAGEMENT, INC.

TRUST BUT VERIFY

Contact information

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