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Heather E Brussow

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Salt Lake City, UT • United States

279 West South Temple, Salt Lake City, UT 84101-1333 • 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
Fidelity Brokerage Services Llc Slc UT 08/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2007 → Present
    Fidelity Brokerage Services Llc
    Slc, UT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Salt Lake City, UT
  • 2008-03-13 → 2018-07-13
    Strategic Advisers Llc
    Salt Lake City, UT
    Smithfield, RI
    Greenwood Village, CO
    Salt Lake City, UT
    Salt Lake City, UT
Other Businesses

OBA-11961|OrgNmn:none|Org Addr:84060,Utah,US|OBA Nature:real estate rental|Invst Rel:Y|Title:owner|Duties:none, property is managed by my husband|StrtDt:02-01-19|TotHrs/mon:1|TrdHrs/mon:0|OBA-11686|OrgNmn:N/A|Org Addr:SLC,Utah,US|OBA Nature:rental property|Invst Rel:Y|Title:N/A|Duties:rent our second home|StrtDt:07-01-12|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-04-25
S63 Uniform Securities Agent State Law Examination 2007-11-15
  • S66 Uniform Combined State Law Examination
    2008-04-25
  • S63 Uniform Securities Agent State Law Examination
    2007-11-15
Other Names
  • Heather E Brussow
  • Heather Elizabeth Brussow

View on SEC IAPD

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