Thaddeus D Heggeness
Investment adviser representative at Scharf Investments, LLC
11 yearsExperience
1 stateRegistered in
$4.2BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Scharf Investments, LLCNov 2020 to now
- Kedge Business SchoolAug 2018 to Nov 2020
- City National BankDec 2016 to Aug 2018
- RBC Capital Markets, LLCApr 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Scharf Investments, LLC
$4.2BAssets managed
1,395Clients
5Advisers
43 yearsIn 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
- 6239098
- Firm CRD
- 105508