Heather M. Anthony

COVINGTONALSINA

Annapolis, MD 21401

CRD#: 8186879

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Professional summary

Heather Megan Anthony, who also goes by Heather M Lewis, is a registered financial advisor currently at COVINGTONALSINA located in Annapolis, Maryland.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Heather has worked at 1 firm .

At a Glance

Always Fiduciary

Aliases

Heather M Lewis

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 Megan Anthony'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

November 17, 2025 - Present

COVINGTONALSINA

Office #1: 67 West Street Ste 200, Annapolis, MD 21401

RIA

CRD#: 326810

Annapolis, MD

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".

COVINGTONALSINA

COVINGTONALSINA | COVINGTONALSINA, LLC

CRD#: 326810 / SEC#: 801-128186

RIA

Registered Investment Advisory firm - (6/20/2023 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

Maryland
(11/17/2025)

IAR

Texas
(11/17/2025)

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

Current Firm

COVINGTONALSINA

COVINGTONALSINA | COVINGTONALSINA, LLC

CRD#: 326810 / SEC#: 801-128186

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

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Contact information

Main Address

2114 Oak Street, Jacksonville, FL 32204

Mailing Address

Phone number

(904) 449-7326

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A- COVINGTONALSINA (2/3/2026)

Regulatory assets under management

Total Number of Accounts	1,241
AUM (Assets Under Management)	$ 282,930,732

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.

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Heather M. Anthony

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COVINGTONALSINA

Primary Firm SEC Registration

COVINGTONALSINA

State Registrations and Notice Filings

Exams

Current Firm

COVINGTONALSINA

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COVINGTONALSINA

TRUST BUT VERIFY

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