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Sammy Amr Azzouz

Heritage Financial Services

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About Sammy Amr Azzouz

Sammy Amr Azzouz is a Registered Investment Advisor representative associated with Heritage Financial Services in Westwood, MA. Sammy has been in the industry since 2001 and holds both Series 7 and Series 66 licenses. Sammy is also a Certified Financial Planner. Sammy's current role is with Heritage Financial Services, but Sammy was previously employed with Manning & Napier Investor Services, Inc. and Cantella & Co., Inc. Sammy has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. Sammy's firm, Heritage Financial Services, is a Registered Investment Advisor firm with assets under management of over $2 billion. Sammy's clients have access to advisory services that include financial planning, portfolio management for individuals, portfolio management for businesses, selection of other advisors, and educational seminars.

Firm Information

Sammy Azzouz is currently registered with Heritage Financial Services. Heritage Financial Services is an investment advisor registered with the SEC. They have approximately $2.5 billion in regulatory assets under management. The firm offers financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. They primarily serve individuals, corporations, and charitable organizations.
Heritage Financial Services

100 LOWDER BROOK DRIVE

WESTWOOD, MA 02090

$2.50B

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sammy Azzouz’s Registration & Firm History

MA

04/29/2013 - Present

Heritage Financial Services (WESTWOOD MA)

NY

11/15/2005 - 03/28/2013

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

MA

03/01/2001 - 09/02/2005

CANTELLA & CO., INC. (MALDEN MA)

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Licenses & Designations

BOTH

Issued 03/08/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sammy Amr Azzouz.
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