CE
Caroline Elizabeth Baronian
CRD 5935423
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Heritage Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Heritage Wealth Advisors, Llc
Director Of Investments · 5% – 10% · Sep 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗