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Inactive

Robert Thomas Weisse

Savant Wealth Management

Westwood, MA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
  • MA RA
    APPROVED
    Since 2026-03-16

Branch Locations

100 Lowder Brook Drive Suite 1000, Westwood, MA 02090 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Heritage Financial Services, Llc Westwood MA 08/2004 02/2026
Savant Wealth Management Rockford IL 02/2026 Present
  • 08/2004 → 02/2026
    Heritage Financial Services, Llc
    Westwood, MA
  • 02/2026 → Present
    Savant Wealth Management
    Rockford, IL
Previous Registrations
  • 2009-02-18 → 2026-03-19
    Heritage Financial Services
    Westwood, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-17
  • S66 Uniform Combined State Law Examination
    2005-06-17
Designations

View on SEC IAPD

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Other Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA
BECK BODE LLC · DEDHAM, MA

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