David Hess has been Managing Director/Chief Compliance Officer of Wealth Management Associates since June 2003, is a control person of the firm and directly owns between 50% and 75% of it. David Hess holds a Bachelor of Arts in Accounting from Rutgers University.
Wealth Management Associates, Inc. is a Cherry Hill, NJ firm with $717M under management, 930 clients and 11 advisers across 4 offices, as of its March 2026 filing.
David R. Hess is Managing Director of Wealth Management Associates, Inc. He is an owner of the firm and serves as a senior advisor on its Investments Policy Committee. He has more than three decades of industry experience, including portfolio management and employer/employee retirement planning.
- – present · 24 yearsCherry Hill, NJ · Adviser representative · Firm CRD 117606
Investment adviser representative registrations
David Hess is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2002; the most recent is Texas, in June 2024.
- New JerseySince 23 July 2002
- TexasResidentSince 11 June 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 30 January 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 May 1983 |
| Series 7 | General Securities Representative Examination | 19 March 1983 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- David Ray Hess
- CRD
- 1109317
- Firm
- Wealth Management Associates · CRD 117606
- Role
- Managing Director/Chief Compliance Officer
- Office
- 1909 ROUTE 70 EAST, SUITE 100, Cherry Hill, NJ 08003
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- wealthmanage.net
Where does David Hess work?
David Hess has been Managing Director/Chief Compliance Officer of Wealth Management Associates, Inc. since June 2003, and is a control person of the firm.
Is David Hess a financial advisor?
Yes. David Hess has a current investment-adviser registration in New Jersey and Texas, through Wealth Management Associates since July 2002.
How many years of experience does David Hess have?
David Hess has 43 years in the financial industry, since April 1983, across 1 adviser firm.
What exams has David Hess passed?
David Hess has passed 3 licensing exams: the Series 7, Series 63 and Series 24. The earliest, the Series 7, was passed in March 1983. FINRA credited David Hess with the SIE, which began in October 2018.
Where is David Hess based?
David Hess’ registered office is in Cherry Hill, NJ.
Is David Hess registered with FINRA?
Yes. David Hess has a current broker registration, under CRD 1109317.
Source: FINRA BrokerCheck
How can I verify David Hess’ record?
Search CRD 1109317 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish David Hess’ full registration record.
