Sasha Marie Wright

Employer firm

Heritage Financial Advisors, LLC CRD 154955

$188M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars

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

Current Employers

Heritage Financial Advisors, Llc

103 North River Road Suite A, Waterville, OH 43566 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2010-09-15

OH RA
APPROVED

Since 2010-09-15

Branch Locations

103 North River Road Suite A, Waterville, OH 43566 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Heritage Financial Advisors, Llc	Waterville	OH	08/2010	Present

08/2010 → Present

Heritage Financial Advisors, Llc

Waterville, OH

Previous Registrations

2007-11-26 → 2010-10-19

Obs Financial

Concord, CA
2005-11-18 → 2007-11-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Toledo, OH

Toledo, OH

Other Businesses

S.M. WRIGHT,LLC/MANAGING MEMBER (2010-PRESENT)/INVESTMENT RELATED: YES/FIRM IS 6% OWNER OF HERITAGE FINANCIAL ADVISORS, LLC (RIA)/160 HOURS PER MONTH DURING BUSINESS HOURS. HERITAGE II,LLC/MANAGING MEMBER (2010-PRESENT)/INVESTMENT RELATED: YES/FIRM IS 46% OWNER OF HERITAGE FINANCIAL ADVISORS, LLC (RIA)/160 HOURS PER MONTH DURING BUSINESS HOURS. INSURANCE AGENT/2008-PRESENT/FIXED INSURANCE PRODUCTS/4 HOURS PER MONTH DURING BUSINESS HOURS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-11-17

S66 Uniform Combined State Law Examination

2005-11-17

Designations

Certified Financial Planner

Other Names

Sasha M Wright

View on SEC IAPD