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MR

Meagan E. Roberts

HERITAGE WEALTH ADVISORS
WEXFORD, PA 15090
Some features on this profile are disabled
CRD#: 7462097
MR

Professional summary

Meagan Elizabeth Roberts is a registered financial advisor currently at HERITAGE WEALTH ADVISORS located in Wexford, Pennsylvania.

Meagan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Meagan has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Meagan Elizabeth Roberts'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

December 13, 2021 - Present

HERITAGE WEALTH ADVISORS

Office #1: 2563 Brandt School Rd Suite 201, Wexford, PA 15090
RIA
CRD#: 137484
WEXFORD, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HW
HERITAGE WEALTH ADVISORS
HERITAGE WEALTH ADVISORS | REMO FEATHERNGILL & ASSOCIATES, LLC | HERITAGE WEALTH ADVISORS, LLC

CRD#: 137484 / SEC#: 801-64803

RIA
Registered Investment Advisory firm - (10/27/2005 Approved)

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
Pennsylvania
(12/13/2021)

Exams

Current Firm

HW
HERITAGE WEALTH ADVISORS
HERITAGE WEALTH ADVISORS | REMO FEATHERNGILL & ASSOCIATES, LLC | HERITAGE WEALTH ADVISORS, LLC

CRD#: 137484 / SEC#: 801-64803

RIA
Registered Investment Advisory firm - (10/27/2005 Approved)
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Contact information

Main Address
919 East Main Street Suite 950, Richmond, VA 23219
Mailing Address
Phone number
(804) 643-4080
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HERITAGE WEALTH ADVISORS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts1,623
AUM (Assets Under Management)$ 4,567,546,731

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/24/2025
Cover Page
Report
07/29/2024
Cover Page
Report
10/27/2023
Cover Page
Report
02/22/2023
Cover Page
Report

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.

Company Information

HERITAGE WEALTH ADVISORS

CRD#: 137484Wexford, PA 15090

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