Michael Waldron, financial advisor Westwood MA
90 score

Michael Waldron

CRD Number: 6344039
Current Firm: Heritage Financial Services, LLC

Michael Waldron (CRD# 6344039) is an Investment Advisor Representative working at Heritage Financial Services, LLC in Westwood, MA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Heritage Financial Services Westwood, MA May 2014 - Current 2
Pine Knot Capital Management Needham, MA Jan 2011 - Apr 2014 3
Harvard Management Company Boston, MA Jun 2008 - Jan 2011 2
Middlesex Savings Bank Needham, MA Sep 2004 - May 2008 3

Michael Waldron has no recent exams reported.
Contact Info for Michael R. Waldron
Phone Number: 781-255-0214
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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