James Patrick Scally is listed as Managing Member at Heritage Financial Services, LLC in Westwood, MA. Form ADV reports a beneficial ownership band of 5-10%.
Reported ownership
Owns 5-10% of Heritage Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Patrick Scally work?
James Patrick Scally is listed as Managing Member at Heritage Financial Services, LLC on SEC Form ADV.
How much of Heritage Financial Services, LLC does James Patrick Scally own?
Form ADV reports a beneficial ownership band of 5-10%.