Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Richard Pszenny, financial advisor Westwood MA
90 score

Richard Pszenny

CRD Number: 6355423
Current Firm: Heritage Financial Services, LLC

Richard Pszenny (CRD# 6355423) 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, LLC Westwood, MA Jun 2014 - Current 2
Nepc Boston, MA May 2012 - May 2014 2
Bank Of America Providence, RI Aug 2009 - May 2012 2
Bank Of America Boston, MA Sep 2006 - Aug 2009 2
Liberty Mutual Boston, MA May 2003 - Sep 2006 3

Richard Pszenny has no recent exams reported.
Contact Info for Richard C. Pszenny
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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