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David Ray Hess

WEALTH MANAGEMENT ASSOCIATES, INC.·CHERRY HILL, New Jersey
Unclaimed Profile
1909 ROUTE 70 EAST, CHERRY HILL, NJ 08003CRD# 1109317Firm CRD# 117606
01

About

David Ray Hess is a registered financial advisor based in CHERRY HILL, New Jersey, affiliated with WEALTH MANAGEMENT ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WEALTH MANAGEMENT ASSOCIATES, INC.
WEALTH MANAGEMENT ASSOCIATES, INC.
AUM
$555M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WEALTH MANAGEMENT ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 1109317
Firm CRD# 117606
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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