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Anne K L'HEureux

Strategic Advisers LLC

Orlando, FL

Winter Park, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Orlando, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Charles Schwab & Co., Inc. Winter Park FL 01/2019 12/2019
Charles Schwab Bank Winter Park FL 01/2019 12/2019
Humana Louisville KY 08/2017 08/2018
Unemployed Winter Springs FL 08/2018 12/2018
University Of Louisville Louisville KY 08/2013 08/2018
N/A Winter Springs FL 01/2009 01/2018
Fidelity Brokerage Services Llc Altamonte Springs FL 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → 12/2019
    Charles Schwab & Co., Inc.
    Winter Park, FL
  • 01/2019 → 12/2019
    Charles Schwab Bank
    Winter Park, FL
  • 08/2017 → 08/2018
    Humana
    Louisville, KY
  • 08/2018 → 12/2018
    Unemployed
    Winter Springs, FL
  • 08/2013 → 08/2018
    University Of Louisville
    Louisville, KY
  • 01/2009 → 01/2018
    N/A
    Winter Springs, FL
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Altamonte Springs, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Altamonte Springs, FL
Other Businesses

OBA-91796|OrgNmn:Travel Anniewhere|Org Addr:Orlando,Florida,US|OBA Nature:Assisting friends and family p|Invst Rel:N|Title:Sole Proprietor|Duties:Assisting friends and family plan travel vacations including, builiding itineraries, packing lists, making hotel and flight reservations, orga|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-08-23
S63 Uniform Securities Agent State Law Examination 2020-05-22
  • S65 Uniform Investment Adviser Law Examination
    2021-08-23
  • S63 Uniform Securities Agent State Law Examination
    2020-05-22
Other Names
  • Anne Kathleen Lheureux
  • Anne Kathleen L'HEureux
  • Anne Kathleen L Heureux

View on SEC IAPD

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