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Meagan Elizabeth Roberts

Managing Director Client ServicesHeritage Wealth Advisors, LLCCRD 7462097

About Meagan Elizabeth Roberts

Meagan Elizabeth Roberts is listed as Managing Director Client Services at Heritage Wealth Advisors, LLC in Richmond, VA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

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

Frequently asked questions

Where does Meagan Elizabeth Roberts work?

Meagan Elizabeth Roberts is listed as Managing Director Client Services at Heritage Wealth Advisors, LLC on SEC Form ADV.

How much of Heritage Wealth Advisors, LLC does Meagan Elizabeth Roberts own?

Form ADV reports a beneficial ownership band of Under 5%.

Heritage Wealth Advisors, LLC

TitleManaging Director Client Services
OwnershipUnder 5%
Control personYes
Since2025
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