Samuel Leonard Heroux

Current Employers

Employment History

• 01/2015 → Present
  Sc&H Financial Advisors, Inc.
  Hunt Valley, MD

Other Businesses

1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC. 2) ENROLLED AGENT // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SAM HEROUX PROVIDES TAX PLANNING AND ACCOUNTING SERVICES TO CLIENTS OF BOTH SC&H FINANCIAL ADVISORS, INC. AND SC&H GROUP, INC. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS, WHICH CAN BE SUBSTANTIAL AROUND TAX FILING DEADLINES AND INCLUDES TIME DURING SECURITIES TRADING HOURS. // DUTIES PRIMARILY INCLUDE PREPARATION AND FILING OF INDIVIDUAL AND INVESTMENT PARTNERSHIP FEDERAL AND STATE INCOME TAX RETURNS, AS WELL AS RELATED TAX PLANNING AND RESEARCH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-13

Other Names

• Sam Heroux
• Sam L Heroux