Unclaimed Profile

James Patrick Scally

HERITAGE FINANCIAL SERVICES, LLC·WESTWOOD, Massachusetts

Series 7, Series 63, Series 65Clean record25 years registeredHERITAGE FINANCIAL SERVICES, LLC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 2602009Firm CRD# 127268

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Patrick Scally · WESTWOOD, MA

Registration

CRD #2602009 · HERITAGE FINANCIAL SERVICES, LLC · 25 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Mar 2026 – present

HERITAGE FINANCIAL SERVICES

Mar 2010 – Mar 2026

WOBURN, MA

COMMONWEALTH FINANCIAL NETWORK

Sep 2000 – Mar 2010

NORWOOD, MA

HERITAGE FINANCIAL SERVICES, INC.

Sep 2000 – Jun 2009

NORWOOD, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 9, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HERITAGE FINANCIAL SERVICES, LLC

CRD 127268 · SEC 801-64494

AUM

$2.5B

Regulatory assets under management

Employees

5,806 client accounts

Services offered by HERITAGE FINANCIAL SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HERITAGE FINANCIAL SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does James Patrick Scally offer?

James Patrick Scally specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are James Patrick Scally's credentials?

James Patrick Scally is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Patrick Scally located?

James Patrick Scally is based in WESTWOOD, Massachusetts, working with HERITAGE FINANCIAL SERVICES, LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does James Patrick Scally charge for services?

James Patrick Scally's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERITAGE FINANCIAL SERVICES, LLC?

HERITAGE FINANCIAL SERVICES, LLC has approximately 44 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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