Scott Heess (CRD# 2002787) is an Investment Advisor Representative working at Meridian Asset Management, LLC in , and has over 34 years of experience in the finance industry. Scott Heess has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 4092356
David Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meridian Asset Management, LLC | Bethlehem, PA | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1990 |
- NJ
- PA
-
Total Assets Under Management108MILLIONS
-
Total Number of Accounts69ACCOUNTS
-
Average Account Value$1,559,279
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
NJ, PA
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