Sarah Christine Simmer

Employer firm

Heritage Wealth Advisors CRD 137484

$4.86B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• TAX PREPARATION

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2012 → 01/2019
  Pricewaterhousecoopers
  Pittsburgh, PA
• 01/2019 → Present
  Heritage Wealth Advisors
  Pittsburgh, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-11

Designations

• Certified Financial Planner