Best Investors Account Sign in

Justin L. Heinz

Strategic Advisers LLC

Franklin, TN

Nashville, TN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2025-03-31

Branch Locations

4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • United States

Nashville, TN • 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 Covington KY 06/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → Present
    Fidelity Brokerage Services, Llc
    Covington, KY
  • 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
    Franklin, TN
  • 2013-06-04 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Cincinnati, OH
    Durham, NC
    Winston-Salem, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-31
S63 Uniform Securities Agent State Law Examination 2012-09-26
  • S66 Uniform Combined State Law Examination
    2013-05-31
  • S63 Uniform Securities Agent State Law Examination
    2012-09-26
Other Names
  • Justin Lee Heinz

View on SEC IAPD

More in Franklin, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor