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Robert Heitz

Strategic Advisers LLC

Munster, IN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
IN RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Munster, IN • 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
Student Lafayette IN 10/2010 01/2021
Independent Financial Group Flossmoor IL 05/2020 03/2023
Fidelity Investments Westlake TX 03/2023 Present
Purdue University Hammond IN 01/2016 05/2019
Comfort Inn Schererville IN 06/2018 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 10/2010 → 01/2021
    Student
    Lafayette, IN
  • 05/2020 → 03/2023
    Independent Financial Group
    Flossmoor, IL
  • 03/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 01/2016 → 05/2019
    Purdue University
    Hammond, IN
  • 06/2018 → 05/2019
    Comfort Inn
    Schererville, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-28
  • S66 Uniform Combined State Law Examination
    2020-12-28
Other Names
  • Robert James Heitz
  • Robert Heitz

View on SEC IAPD

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