Heather McGolerick has been an investment adviser representative at Meritis Wealth Management since June 2025, and is not listed among the firm’s executive officers or direct owners. Heather McGolerick holds a BA in Communications from George Mason University.
Meritis Wealth Management, Inc. is a Potomac, MD firm with $224M under management, 130 clients and 3 advisers in one office, as of its June 2026 filing.
Heather McGolerick is Director of Client Relations of Meritis Wealth Management, Inc., based in Potomac, Maryland. She has over 25 years of experience in the financial industry.
Heather McGolerick’s longest registration was 13 years at Wells Fargo Clearing Services, LLC (2008–2021). Before joining Meritis Wealth Management in 2025, Heather McGolerick was registered through Wells Fargo Advisors and Wells Fargo Clearing Services, LLC.
- – present · 1 yearPotomac, MD · Adviser representative · Firm CRD 336539
- Wells Fargo Advisors– · 4 yearsPotomac, MD · Adviser representative · Firm CRD 11025
- Wells Fargo Clearing Services, LLC– · 13 yearsWashington, DC · Adviser representative · Firm CRD 19616
- A. G. Edwards & Sons, Inc.– · under a yearWashington, DC · Adviser representative · Firm CRD 4
Professional designations
Listed by Meritis Wealth Management
- FPQP™
Investment adviser representative registrations
Heather McGolerick is registered as an investment adviser representative in 2 states. Each was approved in June 2025.
- MarylandSince 27 June 2025
- TexasSince 27 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 December 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 April 1995 |
| Series 7 | General Securities Representative Examination | 27 February 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2341762
- Firm
- Meritis Wealth Management · CRD 336539
- Office
- 12435 PARK POTOMAC AVE, SUITE 440, Potomac, MD 20854
- Registration
- Investment adviser registration
- In the industry since
- July 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meritiswealth.com
Where does Heather McGolerick work?
Heather McGolerick is an investment adviser representative registered through Meritis Wealth Management, Inc. since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Heather McGolerick a financial advisor?
Yes. Heather McGolerick has a current investment-adviser registration in Maryland and Texas, through Meritis Wealth Management since June 2025.
How many years of experience does Heather McGolerick have?
Heather McGolerick has 30 years in the financial industry, since July 1996, across 4 adviser firms.
What exams has Heather McGolerick passed?
Heather McGolerick has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in February 1995. FINRA credited Heather McGolerick with the SIE, which began in October 2018.
Where did Heather McGolerick work before Meritis Wealth Management?
Before Meritis Wealth Management, Heather McGolerick was registered through Wells Fargo Clearing Services, LLC, January 2008 to July 2021; A. G. Edwards & Sons, Inc., January 2007 to January 2008.
Where is Heather McGolerick based?
Heather McGolerick’s registered office is in Potomac, MD.
Is Heather McGolerick registered with FINRA?
No. Heather McGolerick has no current broker registration.
How can I verify Heather McGolerick’s record?
Search CRD 2341762 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather McGolerick’s full registration record.
