Unclaimed Profile

David Ray Hess

WEALTH MANAGEMENT ASSOCIATES, INC.·CHERRY HILL, New Jersey

SIE, Series 7, Series 24, Series 63Clean record24 years registeredWEALTH MANAGEMENT ASSOCIATES, INC.

1909 ROUTE 70 EAST, CHERRY HILL, NJ 08003CRD# 1109317Firm CRD# 117606

Profile Verification

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

Identity

David Ray Hess · CHERRY HILL, NJ

Registration

CRD #1109317 · WEALTH MANAGEMENT ASSOCIATES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

WEALTH MANAGEMENT ASSOCIATES, INC.

Jul 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · July 23, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH MANAGEMENT ASSOCIATES, INC.

CRD 117606 · SEC 801-79993

AUM

$555M

Regulatory assets under management

Employees

1,748 client accounts

Services offered by WEALTH MANAGEMENT ASSOCIATES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

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 WEALTH MANAGEMENT ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does David Ray Hess offer?

David Ray Hess specializes in Financial Planning, Investment Management. Contact their office in CHERRY HILL, New Jersey for a consultation.

What are David Ray Hess's credentials?

David Ray Hess is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Ray Hess located?

David Ray Hess is based in CHERRY HILL, New Jersey, working with WEALTH MANAGEMENT ASSOCIATES, INC.. Their office serves clients in the CHERRY HILL metropolitan area and surrounding communities.

How does David Ray Hess charge for services?

David Ray Hess's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH MANAGEMENT ASSOCIATES, INC.?

WEALTH MANAGEMENT ASSOCIATES, INC. has approximately 16 employees and manages $555M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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