Melissa Ann Mattison is listed as Chief Operating Officer at Heritage Financial Services, LLC in Westwood, MA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Heritage Financial Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Melissa Ann Mattison work?
Melissa Ann Mattison is listed as Chief Operating Officer at Heritage Financial Services, LLC on SEC Form ADV.
How much of Heritage Financial Services, LLC does Melissa Ann Mattison own?
Form ADV reports a beneficial ownership band of Under 5%.