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Heather M. Hart

Strategic Advisers LLC

Saint Augustine, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Saint Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 09/2007 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-111939|OrgNmn:T48 Wellness & Weight Loss, LLC|Org Addr:Saint Augu,Florida,US|OBA Nature:Direct Primary Care practice, |Invst Rel:N|Title:Employee|Duties:My husband is an autonomous nurse practitioner who is primarily running the business and seeing patients. I am helping with Operations, accoun|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-08
S63 Uniform Securities Agent State Law Examination 2004-06-23
  • S66 Uniform Combined State Law Examination
    2021-06-08
  • S63 Uniform Securities Agent State Law Examination
    2004-06-23
Other Names
  • Heather Mcconnell
  • Heather Michelle Mcconnell
  • Heather Michelle Hart

View on SEC IAPD

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