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HERITAGE FINANCIAL SERVICES, LLC
HERITAGE FINANCIAL SERVICES, LLC
HERITAGE FINANCIAL SERVICES
WESTWOOD, Massachusetts
·
7 registered advisors
·
CRD# 127268
SEC# 801-64494
2
781-255-0214
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
44
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at HERITAGE FINANCIAL SERVICES, LLC
7 registered advisors
Carroll Ann Smith
WESTWOOD, Massachusetts
CRD# 2148874
Charles Swan Bean
WESTWOOD, Massachusetts
CRD# 2152263
James Patrick Scally
WESTWOOD, Massachusetts
CRD# 2602009
Jennifer M Watson
WESTWOOD, Massachusetts
CRD# 2791465
Michael R Waldron
WESTWOOD, Massachusetts
CRD# 6344039
Robert Thomas Weisse
WESTWOOD, Massachusetts
CRD# 4878178
Sammy Amr Azzouz
WESTWOOD, Massachusetts
CRD# 4350513
05
Office Locations
WESTWOOD, Massachusetts
7 advisors
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Data sourced from SEC Form ADV filings. HERITAGE FINANCIAL SERVICES, LLC (CRD# 127268) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.