Owen J. Heaney

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-08-18
MA	RA	APPROVED	2026-01-02

TX RA
APPROVED

Since 2026-08-18
MA RA
APPROVED

Since 2026-01-02

Branch Locations

Norwell, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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

Organization	City	State	From	To
Norwell High School	Norwell	MA	06/2017	05/2021
John Hoadley And Sons	Rockland	MA	05/2018	07/2025
Norwell Middle School	Norwell	MA	09/2014	06/2017
University Of New Hampshire	Durham	NH	08/2021	05/2025
Fidelity Investments	Portsmouth	NH	06/2024	08/2024
Cheever Tavern	Norwell	MA	05/2020	08/2021
Fidelity Investments	Hingham	MA	08/2025	Present
John Hoadley And Sons	Rockland	MA	10/2018	12/2023

06/2017 → 05/2021

Norwell High School

Norwell, MA
05/2018 → 07/2025

John Hoadley And Sons

Rockland, MA
09/2014 → 06/2017

Norwell Middle School

Norwell, MA
08/2021 → 05/2025

University Of New Hampshire

Durham, NH
06/2024 → 08/2024

Fidelity Investments

Portsmouth, NH
05/2020 → 08/2021

Cheever Tavern

Norwell, MA
08/2025 → Present

Fidelity Investments

Hingham, MA
10/2018 → 12/2023

John Hoadley And Sons

Rockland, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-12-17

S66 Uniform Combined State Law Examination

2025-12-17

Other Names

Owen Heaney
Owen James Heaney

View on SEC IAPD

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