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Sasha Marie Wright

HERITAGE FINANCIAL ADVISORS, LLC·WATERVILLE, Ohio
Series 7, Series 66CFPClean record20 years registeredHERITAGE FINANCIAL ADVISORS, LLC
103 NORTH RIVER ROAD, WATERVILLE, OH 43566CRD# 4954899Firm CRD# 154955

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sasha Marie Wright · WATERVILLE, OH
Registration
CRD #4954899 · HERITAGE FINANCIAL ADVISORS, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

HERITAGE FINANCIAL ADVISORS, LLC
Sep 2010 – present
OBS FINANCIAL SERVICES, INC.
Nov 2007 – Oct 2010
WHITEHOUSE, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nov 2005 – Nov 2007
TOLEDO, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · November 18, 2005
Years registered · 20
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HERITAGE FINANCIAL ADVISORS, LLC
CRD 154955 · SEC 801-110101
AUM
$157M
Regulatory assets under management
Employees
1
460 client accounts
Services offered by HERITAGE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at HERITAGE FINANCIAL ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Sasha Marie Wright offer?
Sasha Marie Wright specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WATERVILLE, Ohio for a consultation.
What are Sasha Marie Wright's credentials?
Sasha Marie Wright holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Sasha Marie Wright located?
Sasha Marie Wright 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 Sasha Marie Wright charge for services?
Sasha Marie Wright'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

Charlotte Bowman Sargeant
WATERVILLE, OH

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