Meagan
Roberts
Heritage Wealth Advisors
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About this Advisor
Meagan Roberts is a financial advisor based in Sewickley, Pennsylvania, working with Heritage Wealth Advisors. Meagan has previously held positions at Heritage Wealth Advisors and PricewaterhouseCoopers. Meagan is registered to provide services in Pennsylvania. Currently, Meagan is part of Heritage Wealth Advisors, which operates out of Sewickley, Pennsylvania. The firm has 2 offices and 35 employees. The firm manages assets totaling $4.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Heritage Wealth Advisors includes asset-based and fixed fees.
Services Offered
Fee Structure
Office Location
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Heritage Wealth Advisors Brokerage Details
$4,001,734,968
35
1,493
$2,680,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Meagan Roberts Work History
Heritage Wealth Advisors
Pricewaterhousecoopers
Disclosures
Please visit the SEC profile of Meagan Roberts to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Heritage Wealth Advisors
Sewickley, PA
Richmond, VA
Richmond, VA
Richmond, VA
Sewickley, PA
Richmond, VA
Richmond, VA
Richmond, VA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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