Scott Andrew Hefty
Investment adviser representative at Foundations Investment Advisors LLC
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$10.1BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Foundations Investment Advisors LLCNov 2025 to now
- Retirement Financial Group, LLCJun 2025 to Nov 2025
- Ae Wealth Management, LLCJan 2018 to Sep 2021
- Networth Advisors, LLCAug 2017 to Jun 2025
- UnemployedMay 2017 to Aug 2017
- One Main FinancialMay 2016 to Dec 2016
- Waynesburg UniversityAug 2013 to Apr 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 6895685
- Firm CRD
- 175083