Unclaimed Profile

David Ray Hess

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

Clean recordWEALTH 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WEALTH MANAGEMENT ASSOCIATES, INC.

AUM

$555M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SOLICITOR/REFERRAL FEES

Regulatory

SEC/IARD CRD# 1109317

Firm CRD# 117606

View on FINRA BrokerCheck →

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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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