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Andrew Tyler Downey

Heritage Financial LLC

Gainesville, VA

CRD 7916176

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Employer firm

Heritage Financial LLC CRD 285149

$408M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Heritage Financial Llc

7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-05-31
VA RA APPROVED 2024-05-31
  • TX RA
    APPROVED
    Since 2024-05-31
  • VA RA
    APPROVED
    Since 2024-05-31

Branch Locations

7001 Heritage Village Plaza Suite 190, Gainesville, VA 20155 • 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
OrganizationCityStateFromTo
Heritage Financial, Llc Gainesville VA 01/2024 Present
Rolling Rock Club Ligonier PA 06/2016 07/2018
University Of Pittsburgh-Johnstown Johnstown PA 06/2014 04/2018
Culpeper County Public Schools Culpeper VA 07/2018 07/2019
Prince William County Public Schools Manassas VA 07/2019 01/2024
The University Of Pittsburgh-Johnstown Johnstown PA 06/2014 04/2018
Bloomin' Genius Greensburg PA 05/2017 07/2018
  • 01/2024 → Present
    Heritage Financial, Llc
    Gainesville, VA
  • 06/2016 → 07/2018
    Rolling Rock Club
    Ligonier, PA
  • 06/2014 → 04/2018
    University Of Pittsburgh-Johnstown
    Johnstown, PA
  • 07/2018 → 07/2019
    Culpeper County Public Schools
    Culpeper, VA
  • 07/2019 → 01/2024
    Prince William County Public Schools
    Manassas, VA
  • 06/2014 → 04/2018
    The University Of Pittsburgh-Johnstown
    Johnstown, PA
  • 05/2017 → 07/2018
    Bloomin' Genius
    Greensburg, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-31
  • S65 Uniform Investment Adviser Law Examination
    2024-05-31

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC

Nearby Investors

DAVID KALANI MORTON
ELIZABETH LANNON CLARK
David John O'Neill

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Gainesville, VA
EDWARD JONES · GAINESVILLE, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Gainesville, VA

More in Gainesville, VA

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