Scott Marshall Heess
Investment adviser representative at Meridian Asset Management, LLC
16 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$124MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Meridian Asset Management, LLCJun 2010 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 1 state (PA).
Meridian Asset Management, LLC
$124MAssets managed
62Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2002787
- Firm CRD
- 154239