Unclaimed Profile

Matthew P Sands

HERITAGE WEALTH PARTNERS, LLC·DUBLIN, Ohio

SIE, Series 6, Series 7, Series 66Clean record19 years registeredHERITAGE WEALTH PARTNERS, LLC

6215 EMERALD PARKWAY, DUBLIN, OH 43016CRD# 5226248Firm CRD# 290276

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew P Sands · DUBLIN, OH

Registration

CRD #5226248 · HERITAGE WEALTH PARTNERS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HERITAGE WEALTH PARTNERS, LLC

HERITAGE WEALTH PARTNERS, LLC

Nov 2017 – Sep 2023

DUBLIN, OH

LPL FINANCIAL LLC

Jan 2013 – Nov 2017

DUBLIN, OH

AXA ADVISORS, LLC

Apr 2011 – Jan 2013

DUBLIN, OH

PRINCOR FINANCIAL SERVICES CORPORATION

Jan 2007 – Sep 2008

DUBLIN, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 66

Registration record

First registered · January 8, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE WEALTH PARTNERS, LLC

CRD 290276 · SEC 801-122695

AUM

$143M

Regulatory assets under management

Employees

930 client accounts

Services offered by HERITAGE WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HERITAGE WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew P Sands offer?

Matthew P Sands specializes in Financial Planning, Investment Management.

What are Matthew P Sands's credentials?

Matthew P Sands is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew P Sands located?

Matthew P Sands is based in DUBLIN, Ohio, last registered with HERITAGE WEALTH PARTNERS, LLC.

How does Matthew P Sands charge for services?

Matthew P Sands's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE WEALTH PARTNERS, LLC?

HERITAGE WEALTH PARTNERS, LLC has approximately 12 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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