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Caroline Elizabeth Baronian

Managing Director Of InvestmentsHeritage Wealth Advisors, LLCCRD 5935423

About Caroline Elizabeth Baronian

Caroline Elizabeth Baronian is listed as Managing Director Of Investments at Heritage Wealth Advisors, LLC in Richmond, VA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Heritage Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Caroline Elizabeth Baronian work?

Caroline Elizabeth Baronian is listed as Managing Director Of Investments at Heritage Wealth Advisors, LLC on SEC Form ADV.

How much of Heritage Wealth Advisors, LLC does Caroline Elizabeth Baronian own?

Form ADV reports a beneficial ownership band of 5-10%.

Heritage Wealth Advisors, LLC

TitleManaging Director Of Investments
Ownership5-10%
Control personYes
Since2025