Andrew Downey has been an investment adviser representative at Heritage Financial since May 2024, and is not listed among the firm’s executive officers or direct owners.
Heritage Financial, LLC is a Gainesville, VA firm with $408M under management, 350 clients and 7 advisers across 3 offices, as of its June 2026 filing.
- Heritage Financial LLCCurrent– present · 2 yearsGainesville, VA · Adviser representative · Firm CRD 285149
Investment adviser representative registrations
Andrew Downey is registered as an investment adviser representative in 2 states. Each was approved in May 2024.
- TexasSince 31 May 2024
- VirginiaSince 31 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Tyler Downey
- CRD
- 7916176
- Firm
- Heritage Financial · CRD 285149
- Office
- 7001 HERITAGE VILLAGE PLAZA, SUITE 190, Gainesville, VA 20155
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Downey work?
Andrew Downey is an investment adviser representative registered through Heritage Financial, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Downey a financial advisor?
Yes. Andrew Downey has a current investment-adviser registration in Texas and Virginia, through Heritage Financial since May 2024.
How many years of experience does Andrew Downey have?
Andrew Downey has 2 years in the financial industry, since May 2024, across 1 adviser firm.
What exams has Andrew Downey passed?
Andrew Downey passed the Series 65 in May 2024.
Where is Andrew Downey based?
Andrew Downey’s registered office is in Gainesville, VA.
Is Andrew Downey registered with FINRA?
No. Andrew Downey has no current broker registration.
How can I verify Andrew Downey’s record?
Search CRD 7916176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Downey’s full registration record.
