Heather Mcgolerick

Employer firm

Meritis Wealth Management, Inc. CRD 336539

$224M regulatory AUM 130 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2008 → 07/2021
  Wells Fargo Clearing Services, Llc
  Washington, DC
• 07/2021 → 06/2025
  Wells Fargo Advisors
  Washington, DC
• 06/2025 → Present
  Meritis Wealth Management, Inc.
  Potomac, MD

Previous Registrations

• 2021-07-09 → 2025-07-11
  Wells Fargo Advisors Financial Network, Llc
  Potomac, MD
• 2008-01-01 → 2021-07-08
  Wells Fargo Clearing Services, Llc
  Washington, DC
  Washington, DC
• 2007-01-29 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Washington, DC
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2006-12-19
• S63 Uniform Securities Agent State Law Examination
  1995-04-20

Other Names

• Heather Anne Sullivan
• Heather Sullivan Mcgolerick