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Chris Heavin

Strategic Advisers LLC

Peoria, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Peoria, AZ • 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. Phoenix AZ 07/2019 11/2019
Self Employed Peoria AZ 05/2016 07/2019
The Vanguard Group, Inc. Scottsdale AZ 07/2021 03/2022
Grand Canyon University Phoenix AZ 08/2012 03/2022
Personafi Inc. Tempe AZ 04/2020 08/2021
Robinhood Financial, Llc Tempe AZ 03/2022 08/2022
Robinhood Markets, Inc Tempe AZ 06/2022 08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 10/2022 12/2024
Bank Of America N.A. Chandler AZ 03/2023 12/2024
Fidelity Investments Chandler AZ 11/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 11/2019
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 05/2016 → 07/2019
    Self Employed
    Peoria, AZ
  • 07/2021 → 03/2022
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2012 → 03/2022
    Grand Canyon University
    Phoenix, AZ
  • 04/2020 → 08/2021
    Personafi Inc.
    Tempe, AZ
  • 03/2022 → 08/2022
    Robinhood Financial, Llc
    Tempe, AZ
  • 06/2022 → 08/2022
    Robinhood Markets, Inc
    Tempe, AZ
  • 10/2022 → 12/2024
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
  • 03/2023 → 12/2024
    Bank Of America N.A.
    Chandler, AZ
  • 11/2024 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-123945|OrgNmn:Maricopa Community College - Online|Org Addr:Chandler,Arizona,US|OBA Nature:Adjunct Professor - Mathematic|Invst Rel:N|Title:Employee|Duties:Teach adjunct courses - mathematics, calculus 1-3|StrtDt:10-23-25|TotHrs/mon:16|TrdHrs/mon:0|OBA-114898|OrgNmn:Lloyd Dale Heavin Jr. Irrevocable Trust 2013|Org Addr:Peoria,Arizona,US|OBA Nature:Management of property in trus|Invst Rel:Y|Title:Trustee|Duties:Trustee and management of real estate, no brokerage accounts|StrtDt:12-02-13|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-03
S63 Uniform Securities Agent State Law Examination 2021-09-17
  • S66 Uniform Combined State Law Examination
    2023-03-03
  • S63 Uniform Securities Agent State Law Examination
    2021-09-17
Other Names
  • Alan Heavin
  • Chris Alan Heavin
  • Christopher Heavin
  • Christopher Alan Heavin

View on SEC IAPD

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