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Charlotte Bowman Sargeant

HERITAGE FINANCIAL ADVISORS, LLC·WATERVILLE, Ohio
Clean recordHERITAGE FINANCIAL ADVISORS, LLC
103 NORTH RIVER ROAD, WATERVILLE, OH 43566CRD# 4679560Firm CRD# 154955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charlotte Bowman Sargeant · WATERVILLE, OH
Registration
CRD #4679560 · HERITAGE FINANCIAL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charlotte Bowman Sargeant is a registered financial advisor based in WATERVILLE, Ohio, affiliated with HERITAGE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
HERITAGE FINANCIAL ADVISORS, LLC
HERITAGE FINANCIAL ADVISORS, LLC
AUM
$157M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HERITAGE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4679560
Firm CRD# 154955
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charlotte Bowman Sargeant offer?
Charlotte Bowman Sargeant specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WATERVILLE, Ohio for a consultation.
What are Charlotte Bowman Sargeant's credentials?
Charlotte Bowman Sargeant is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charlotte Bowman Sargeant located?
Charlotte Bowman Sargeant is based in WATERVILLE, Ohio, working with HERITAGE FINANCIAL ADVISORS, LLC. Their office serves clients in the WATERVILLE metropolitan area and surrounding communities.
How does Charlotte Bowman Sargeant charge for services?
Charlotte Bowman Sargeant'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 FINANCIAL ADVISORS, LLC?
HERITAGE FINANCIAL ADVISORS, LLC has approximately 1 employees and manages $157M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HERITAGE FINANCIAL ADVISORS, LLC

Sasha Marie Wright
WATERVILLE, OH

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Nearby cities in Ohio
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Research
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