Unclaimed Profile

Michael R Waldron

HERITAGE FINANCIAL SERVICES, LLC·WESTWOOD, Massachusetts

Clean record11 years registeredHERITAGE FINANCIAL SERVICES, LLC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 6344039Firm CRD# 127268

Profile Verification

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

Identity

Michael R Waldron · WESTWOOD, MA

Registration

CRD #6344039 · HERITAGE FINANCIAL SERVICES, LLC · 11 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Mar 2026 – present

HERITAGE FINANCIAL SERVICES

Oct 2014 – Mar 2026

WESTWOOD, MA

Registrations & Exams

Registration record

First registered · October 20, 2014

Years registered · 11

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 Michael R Waldron offer?

Michael R Waldron specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are Michael R Waldron's credentials?

Michael R Waldron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael R Waldron located?

Michael R Waldron 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 Michael R Waldron charge for services?

Michael R Waldron'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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