Eric W. Heath

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 06/2020
  Cuso Financial Services, Lp
  San Diego, CA
• 06/2020 → Present
  Fidelity Investments
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-07-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2015-05-22 → 2020-06-19
  Cuso Financial Services, L.P.
  American Fork, UT
  San Diego, CA
  America Fork, UT
  South Jordan, UT
  West Jordan, UT
• 2011-01-03 → 2015-05-15
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
  Salt Lake City, UT
  St. Louis, MO
  Salt Lake City, UT
• 2010-12-13 → 2011-01-03
  Wells Fargo Investments, Llc
  Salt Lake City, UT
• 2009-01-21 → 2009-04-09
  Strategic Advisers Llc
  American Fork, UT

Exams

• S66 Uniform Combined State Law Examination
  2009-01-20
• S63 Uniform Securities Agent State Law Examination
  2008-01-25

Other Names

• Eric William Heath
• Eric Heath