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Heather R Bertel

Morgan Stanley

Manchester, NH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-18
NH RA APPROVED 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-18
  • NH RA
    APPROVED
    Since 2025-07-10

Branch Locations

1155 Elm Street 6Th Floor, Manchester, NH 03101 • 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
Newport Creamery Middletown RI 04/2015 08/2019
Portofino Middletown RI 02/2017 04/2017
Providence Bagel Kingston RI 08/2019 03/2020
Fidelity Investments Merrimack NH 06/2021 12/2024
Middletown High School Middletown RI 09/2013 06/2017
Community College Of Rhode Island Warwick RI 09/2017 05/2019
University Of Rhode Island Kingston RI 09/2019 05/2021
Newport Gulls Newport RI 02/2020 04/2020
Morgan Stanley Manchester NH 06/2025 Present
N/A N/A XX 12/2024 06/2025
  • 04/2015 → 08/2019
    Newport Creamery
    Middletown, RI
  • 02/2017 → 04/2017
    Portofino
    Middletown, RI
  • 08/2019 → 03/2020
    Providence Bagel
    Kingston, RI
  • 06/2021 → 12/2024
    Fidelity Investments
    Merrimack, NH
  • 09/2013 → 06/2017
    Middletown High School
    Middletown, RI
  • 09/2017 → 05/2019
    Community College Of Rhode Island
    Warwick, RI
  • 09/2019 → 05/2021
    University Of Rhode Island
    Kingston, RI
  • 02/2020 → 04/2020
    Newport Gulls
    Newport, RI
  • 06/2025 → Present
    Morgan Stanley
    Manchester, NH
  • 12/2024 → 06/2025
    N/A
    N/A, XX
Previous Registrations
  • 2022-01-19 → 2024-12-09
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-12
  • S66 Uniform Combined State Law Examination
    2022-01-12
Other Names
  • Heather Rose Bertel

View on SEC IAPD

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GEORGE TZIMAS
JOSEPH BOYD CARTIER

Other Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Manchester, NH
EAGLE STRATEGIES LLC · MANCHESTER, NH
UBS FINANCIAL SERVICES INC. · MANCHESTER, NH
EAGLE STRATEGIES LLC · MANCHESTER, NH
EAGLE STRATEGIES LLC · MANCHESTER, NH
AMERICAN WEALTH PROTECTION FINANCIAL, LLC · MANCHESTER, NH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Manchester, NH
LEGACY FINANCIAL SOLUTIONS, INC. · MANCHESTER, NH

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