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Heidi Scali

Strategic Advisers LLC

Stamford, CT

Scarsdale, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-11-12
NY RA APPROVED 2025-11-12
  • CT RA
    APPROVED
    Since 2025-11-12
  • NY RA
    APPROVED
    Since 2025-11-12

Branch Locations

869 Washington Blvd, Stamford, CT 06901-2903 • United States

Scarsdale, NY • 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
Ubs Financial Services Inc. White Plains NY 07/2015 06/2020
Raymond James Financial Services, Inc New York NY 06/2020 02/2022
Steward Partners Global Advisory, Llc New York NY 06/2020 02/2022
Steward Partners Investment Advisory, Llc New York NY 06/2020 02/2022
Reservoir Road Finaical Group New York NY 06/2020 02/2022
Ubs Financial Services New York NY 02/2022 10/2025
Fidelity Investments Stamford CT 10/2025 Present
  • 07/2015 → 06/2020
    Ubs Financial Services Inc.
    White Plains, NY
  • 06/2020 → 02/2022
    Raymond James Financial Services, Inc
    New York, NY
  • 06/2020 → 02/2022
    Steward Partners Global Advisory, Llc
    New York, NY
  • 06/2020 → 02/2022
    Steward Partners Investment Advisory, Llc
    New York, NY
  • 06/2020 → 02/2022
    Reservoir Road Finaical Group
    New York, NY
  • 02/2022 → 10/2025
    Ubs Financial Services
    New York, NY
  • 10/2025 → Present
    Fidelity Investments
    Stamford, CT
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-14
S63 Uniform Securities Agent State Law Examination 2013-04-26
  • S65 Uniform Investment Adviser Law Examination
    2013-05-14
  • S63 Uniform Securities Agent State Law Examination
    2013-04-26
Other Names
  • Heidi Schwarz
  • Heidi Schwarz

View on SEC IAPD

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COUNTERPOINTE INVESTMENT MANAGEMENT LLC · STAMFORD, CT
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DWM ASSET MANAGEMENT, LLC · STAMFORD, CT
O'SHAUGHNESSY ASSET MANAGEMENT, LLC · STAMFORD, CT
CONCENTRIC CAPITAL STRATEGIES L.P. · STAMFORD, CT
INTEGRA GLOBAL ADVISORS LLC · Stamford, CT
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