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HERITAGE FINANCIAL SERVICES, LLC, CRD 127268
WESTWOOD, MA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AZZOUZ, SAMMY, AMR | PRESIDENT & CEO | A | yes | 07/2019 | Mar 16, 2016 | Mar 20, 2024 |
| BEAN, CHARLES, SWAN | CHAIRMAN AND FOUNDER | E | yes | 01/1996 | Nov 30, 2011 | Mar 20, 2024 |
| HERITAGE FINANCIAL SERVICES, INC. | Owner | D | yes | 01/2014 | Mar 18, 2014 | Mar 20, 2024 |
| MATTISON, MELISSA ANN | CHIEF OPERATING OFFICER | Na | yes | 06/2022 | Jul 19, 2022 | Mar 20, 2024 |
| SCALLY, JAMES, PATRICK | MANAGING MEMBER | A | yes | 01/2014 | Nov 30, 2011 | Mar 20, 2024 |
| WALDRON, MICHAEL, R | MANAGING MEMBER | A | yes | 01/2022 | Mar 17, 2023 | Mar 20, 2024 |
| WATSON, JENNIFER, M | CHIEF COMPLIANCE OFFICER | Na | yes | 06/2022 | Jul 19, 2022 | Mar 20, 2024 |
| WEISSE, ROBERT, THOMAS | MANAGING MEMBER | B | yes | 01/2014 | Mar 18, 2015 | Mar 20, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Woburn | Ma | United States | 5 | no |
| Rockland | Ma | United States | 2 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2024 | Mar 30, 2025 | $3.0B | $3.0B | 49 | 23 | 2 | n/a | n/a |
| 2023 | Mar 20, 2024 | $2.5B | $2.5B | 44 | 22 | 2 | n/a | n/a |
| 2022 | Mar 17, 2023 | $1.9B | $1.9B | 40 | 21 | 2 | n/a | n/a |
| 2021 | Mar 14, 2022 | $2.2B | $2.2B | 37 | 21 | 1 | n/a | n/a |
| 2020 | Mar 15, 2021 | $1.8B | $1.8B | 34 | 18 | 1 | n/a | n/a |
| 2019 | Mar 23, 2020 | $1.6B | $1.6B | 32 | 17 | 2 | n/a | n/a |
| 2018 | Mar 29, 2019 | $1.4B | $1.4B | 32 | 16 | 1 | n/a | n/a |
| 2017 | Mar 27, 2018 | $1.4B | $1.4B | 29 | 15 | 1 | n/a | n/a |
| 2016 | Mar 24, 2017 | $1.2B | $1.2B | 27 | 12 | n/a | n/a | n/a |
| 2015 | Mar 16, 2016 | $1.0B | $1.0B | 24 | 12 | n/a | n/a | n/a |
| 2014 | Mar 18, 2015 | $956M | $956M | 22 | 12 | n/a | n/a | n/a |
| 2013 | Mar 18, 2014 | $837M | $837M | 18 | 11 | n/a | n/a | n/a |
| 2012 | Mar 2, 2013 | $733M | $733M | 15 | 9 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $625M | $625M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 25 | -25 | n/a | 0 | 0 | 0 | 1 | 28 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2024 | $3.0B | $2.5B | 19.6% | $2.2B | 10.3% | 49 | 44 | 2 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SAVANT WEALTH MANAGEMENT | 21 | Mar 19, 2026 | Mar 16, 2026 | WESTWOOD, MA | Firm absorbed | RIA to RIA | 95.5% |