Scott B. Wilson

HERITAGE INVESTORS MANAGEMENT CORP

Bethesda, MD 20814-4878

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CRD#: 5045297

Professional summary

Scott B Wilson is a registered financial advisor currently at HERITAGE INVESTORS MANAGEMENT CORP located in Bethesda, Maryland.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Scott has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott B Wilson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 22, 2023 - Present

HERITAGE INVESTORS MANAGEMENT CORP

Office #1: 7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878

RIA

CRD#: 110420

Bethesda, MD

Past

July 6, 2016 - August 29, 2023

HARBOUR CAPITAL ADVISORS, LLC

RIA

CRD#: 157266

TYSONS CORNER, VA

Past

February 5, 2009 - April 4, 2011

OLD MUTUAL INVESTMENT PARTNERS

CRD#: 44916

BOSTON, MA

Past

March 8, 2006 - January 11, 2008

SANFORD C. BERNSTEIN & CO., LLC

CRD#: 104474

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HERITAGE INVESTORS MANAGEMENT CORP

CRD#: 110420 / SEC#: 801-10612

RIA

Registered Investment Advisory firm - (2/26/1975 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(9/22/2023)

IAR

Texas
(9/4/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/7/2006

General Securities Representative Examination

Current Firm

HERITAGE INVESTORS MANAGEMENT CORP

CRD#: 110420 / SEC#: 801-10612

RIA

Registered Investment Advisory firm - (2/26/1975 Approved)

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Contact information

Main Address

7101 Wisconsin Avenue Suite 950, Bethesda, MD 20814-4878

Mailing Address

Phone number

(301) 951-0440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV - JULY 2025 (7/17/2025)

Regulatory assets under management

Total Number of Accounts	1,426
AUM (Assets Under Management)	$ 4,180,784,341

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/26/2024	Cover Page	Report
01/30/2024	Cover Page	Report
12/07/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Scott B. Wilson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott B Wilson's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERITAGE INVESTORS MANAGEMENT CORP

HARBOUR CAPITAL ADVISORS, LLC

OLD MUTUAL INVESTMENT PARTNERS

SANFORD C. BERNSTEIN & CO., LLC

Primary Firm SEC Registration

HERITAGE INVESTORS MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 63

Date: 3/27/2006

Series 7

Date: 3/7/2006

Current Firm

HERITAGE INVESTORS MANAGEMENT CORP

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HERITAGE INVESTORS MANAGEMENT CORP

TRUST BUT VERIFY

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