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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Catonsville, MD • United States

100 Howe Drive, Covington, KY 41015-5000 • United States

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • 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
Metlife Securities Elkridge MD 01/2015 10/2017
Mml Investors Services, Llc Elkridge MD 03/2017 10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 11/2017 07/2021
Pnc Investments Cantonsville MD 07/2021 10/2022
Fidelity Investments Covington KY 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-13
S63 Uniform Securities Agent State Law Examination 2000-07-31
  • S66 Uniform Combined State Law Examination
    2012-03-13
  • S63 Uniform Securities Agent State Law Examination
    2000-07-31
Other Names
  • Heidi K Heffernan
  • Heidi K Locastro
  • Heidi H Locastro

View on SEC IAPD

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