Best Investors Account Sign in
Inactive

Heather Rae Cary

Wilmington Trust Investment Advisors, Inc.

Bridgeport, CT

Claim This Profile
Current Employers
Wilmington Trust Investment Advisors, Inc.

Wilmington Trust Center 1100 North Market Street, Wilmington, DE 19890-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-09-11
  • MD RA
    APPROVED
    Since 2024-09-11

Branch Locations

850 Main Street, Bridgeport, CT 06604 • 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
People's United Bank, Na Bridgeport CT 01/2007 Present
People's United Advisors, Inc. Bridgeport CT 09/2018 Present
  • 01/2007 → Present
    People's United Bank, Na
    Bridgeport, CT
  • 09/2018 → Present
    People's United Advisors, Inc.
    Bridgeport, CT
Previous Registrations
  • 2023-01-05 → 2024-09-10
    People'S United Advisors, Inc.
    Wilmington, DE
  • 2018-10-03 → 2022-12-31
    People'S United Advisors, Inc.
    Burlington, VT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-20
  • S65 Uniform Investment Adviser Law Examination
    2018-08-20
Other Names
  • Heather Rae Cary-Turner

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
STRATEGIC ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FAIRPORT ASSET MANAGEMENT CORP
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
STONEX ADVISORS INC.

Other Investors

ELIZABETH NELSON
ROBERT LEVAR DUFFUS
JANE-ELLEN PORTER-STEFANOWICZ
Janet Lisa Connolly
TROY ANTHONY SANBORN
SABRINA ANNA ANGIOLILLO
Michelle Marie Buswell
Kelly Kimball

Other Offices

LPL FINANCIAL LLC · BRIDGEPORT, CT
LPL FINANCIAL LLC · BRIDGEPORT, CT
J.P. MORGAN SECURITIES LLC · BRIDGEPORT, CT
STRATEGIC ADVISERS LLC · BRIDGEPORT, CT
LPL FINANCIAL LLC · BRIDGEPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Fairfield, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Fairfield, CT
FAIRPORT ASSET MANAGEMENT CORP · FAIRFIELD, CT

More in Bridgeport, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor