Unclaimed Profile

Robert Thomas Weisse

HERITAGE FINANCIAL SERVICES, LLC·WESTWOOD, Massachusetts

Series 7, Series 66Clean record17 years registeredHERITAGE FINANCIAL SERVICES, LLC

100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 4878178Firm CRD# 127268

Profile Verification

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

Identity

Robert Thomas Weisse · WESTWOOD, MA

Registration

CRD #4878178 · HERITAGE FINANCIAL SERVICES, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SAVANT WEALTH MANAGEMENT

Mar 2026 – present

HERITAGE FINANCIAL SERVICES

Feb 2009 – Mar 2026

WESTWOOD, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · February 18, 2009

Years registered · 17

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 Robert Thomas Weisse offer?

Robert Thomas Weisse specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are Robert Thomas Weisse's credentials?

Robert Thomas Weisse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Thomas Weisse located?

Robert Thomas Weisse 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 Robert Thomas Weisse charge for services?

Robert Thomas Weisse'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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