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Grace E. Heid

Strategic Advisers LLC

Westlake, TX

Denton, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Denton, TX • 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 Westlake TX 08/2018 Present
New York Film Academy Burbank CA 10/2013 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 10/2013 → 06/2018
    New York Film Academy
    Burbank, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-113717|OrgNmn:New York Film Academy|Org Addr:New York C,New York,US|OBA Nature:consultant|Invst Rel:N|Title:Talent scout/independenct contrac|Duties:Go attend performances upon invitation on behalf of the school to evaluate admission and scholarship potential|StrtDt:10-25-24|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-28
S63 Uniform Securities Agent State Law Examination 2018-09-26
  • S66 Uniform Combined State Law Examination
    2020-02-28
  • S63 Uniform Securities Agent State Law Examination
    2018-09-26
Other Names
  • Grace Elizabeth Heid
  • Grace Heid

View on SEC IAPD

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Other Investors

MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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