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Scott B Wilson

Heritage Investors Management Corp.

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About Scott B Wilson

Scott B. Wilson is a financial advisor with Heritage Investors Management Corp. He has been in the industry since 2006 and holds Series 7 and Series 63 licenses. Wilson is a Chartered Financial Analyst (CFA) and has specialized in providing financial planning and portfolio management for individuals and businesses. Wilson has experience working with both high-net-worth individuals and charitable organizations. He has previously worked for OLD MUTUAL INVESTMENT PARTNERS and SANFORD C. BERNSTEIN & CO., LLC.

Firm Information

Scott Wilson is currently registered with Heritage Investors Management Corp.. Heritage Investors Management Corp. is an investment advisor located in Bethesda, Maryland. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $3.66 billion in assets for individuals, corporations, charities, and pension plans. They have 8 investment advisor representatives and 7 investment advisory functions.
Heritage Investors Management Corp.

7101 WISCONSIN AVENUE

BETHESDA, MD 20814-4878

$3.66B

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Scott Wilson’s Registration & Firm History

MD

09/04/2024 - Present

Heritage Investors Management Corp. (BETHESDA MD)

MA

02/05/2009 - 04/04/2011

OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)

NY

03/08/2006 - 01/11/2008

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott B Wilson.
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