Yahia Albaghdadi has been an investment adviser representative at Heritage Financial since May 2026, 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 · under a yearGainesville, VA · Adviser representative · Firm CRD 285149
Investment adviser representative registrations
Yahia Albaghdadi is registered as an investment adviser representative in District of Columbia, since May 2026.
- District of ColumbiaSince 26 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 April 2026 |
| SIE | Securities Industry Essentials Examination | 18 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8054624
- Firm
- Heritage Financial · CRD 285149
- Office
- 7001 HERITAGE VILLAGE PLAZA, SUITE 190, Gainesville, VA 20155
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Yahia Albaghdadi work?
Yahia Albaghdadi is an investment adviser representative registered through Heritage Financial, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Yahia Albaghdadi a financial advisor?
Yes. Yahia Albaghdadi has a current investment-adviser registration in District of Columbia, through Heritage Financial since May 2026.
How many years of experience does Yahia Albaghdadi have?
Yahia Albaghdadi has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Yahia Albaghdadi passed?
Yahia Albaghdadi has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2025.
Where is Yahia Albaghdadi based?
Yahia Albaghdadi’s registered office is in Gainesville, VA.
Is Yahia Albaghdadi registered with FINRA?
No. Yahia Albaghdadi has no current broker registration.
How can I verify Yahia Albaghdadi’s record?
Search CRD 8054624 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Yahia Albaghdadi’s full registration record.
