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Scott Marshall Heess

Meridian Asset Management, LLC

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About Scott Marshall Heess

Scott Marshall Heess is a financial advisor with Meridian Asset Management, LLC. Scott has been a registered investment advisor since 1989. Scott has experience providing financial advice to individuals, corporations, and high-net-worth individuals. Scott has a Certified Financial Planner designation. Scott is registered to offer investment advisory services in New Jersey and Pennsylvania.

Firm Information

Scott Heess is currently registered with Meridian Asset Management, LLC. Meridian Asset Management, LLC is an investment advisor registered with the SEC. They provide financial planning and portfolio management services to individuals, corporations, and high-net-worth individuals. The firm manages approximately $114 million in assets for 68 clients. Their website is http://www.meridianportfolio.com.

$114.36M

Assets Under Management

Not reported

Total Clients

2

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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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.

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financial consulting

Financial consulting

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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other

Financial consulting fees

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Scott Heess’s Registration & Firm History

NA

08/13/2010 - Present

Meridian Asset Management, LLC ( )

PA

07/24/1998 - 07/25/2001

CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)

MA

03/18/1997 - 07/22/1998

MUTUAL SERVICE CORPORATION (BOSTON MA)

PA

05/23/1994 - 12/23/1996

SEI FINANCIAL SERVICES COMPANY (OAKS PA)

CA

06/26/1991 - 10/15/1992

TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)

NJ

10/30/1989 - 06/06/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

10/30/1989 - 06/06/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 01/22/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/1995

Series 7 - General Securities Representative Examination

BC

Issued 10/27/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Marshall Heess.
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