# HERITAGE FINANCIAL SERVICES, LLC

HERITAGE FINANCIAL SERVICES, LLC of WESTWOOD, MA is an SEC-registered investment adviser.

## Registration

- CRD: 127268
- Type: SEC-registered investment adviser
- SEC file number: 801-64494
- Location: 100 LOWDER BROOK DRIVE, SUITE 1000, WESTWOOD, MA, 02090
- Phone: 781-255-0214
- Latest filing: 2025-11-25
- Regulatory AUM: $3.0B
- Discretionary AUM: $3.0B
- Clients: 49
- Accounts: 6,481

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Charles Swan Bean | CHAIRMAN AND FOUNDER | — |
| Robert Thomas Weisse | MANAGING MEMBER | — |
| James Patrick Scally | MANAGING MEMBER | — |
| Sammy Amr Azzouz | PRESIDENT & CEO | — |
| Melissa Ann Mattison | CHIEF OPERATING OFFICER | — |
| Jennifer M Watson | CHIEF COMPLIANCE OFFICER | — |
| Michael R Waldron | MANAGING MEMBER | — |
| SMITH LORINE ANN | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| BEAN CHARLES SWAN | CHAIRMAN AND FOUNDER; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+4 more) | — |
| SCALLY JAMES PATRICK | MANAGING MEMBER; VICE PRESIDENT | — |
| MATTISON MELISSA ANN | CHIEF OPERATING OFFICER | — |
| WEISSE ROBERT THOMAS | MANAGING MEMBER | — |
| AZZOUZ SAMMY AMR | MANAGING MEMBER; PRESIDENT & CEO | — |
| WATSON JENNIFER M | CHIEF COMPLIANCE OFFICER | — |
| WALDRON MICHAEL R | MANAGING MEMBER | — |


## Branch offices (4)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| WOBURN | MA | 5 | 781-255-0214 |
| WOBURN | MA | 5 | 781-255-0214 |
| ROCKLAND | MA | 4 | 781-255-0214 |
| ROCKLAND | MA | 4 | 781-255-0214 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127268/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127268/similar
- Related entities: https://search.stillhousedata.com/firm/127268/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127268

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.