Laura L Mcaree

Employer firm

Heritage Investors Management Corp CRD 110420

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 04/2014 → 03/2019
  West Financial Services, Inc.
  Mclean, VA
• 03/2019 → 03/2020
  Goldman Sachs Personal Financial Management/United Capital
  Newport Beach, CA
• 03/2020 → Present
  Heritage Investors Management Corporation
  Bethesda, MD

Previous Registrations

• 2019-04-08 → 2020-07-02
  United Capital Financial Advisors
  Bethesda, MD
• 2014-04-23 → 2019-03-20
  West Financial Services, Inc.
  Mclean, VA
• 2008-01-09 → 2010-12-03
  Garnet Group Llc
  Bethesda, MD
• 2007-07-26 → 2007-11-27
  Aegis Wealth
  Bethesda, MD

Other Names

• Laura Lee Onsted
• Laura Lee Mcaree