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Owen J. Heaney

Strategic Advisers LLC

Norwell, MA

Hingham, MA

CRD 8152117

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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
CodeExamDate
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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