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Patrick Heeb

Strategic Advisers LLC

Manalapan, NJ

Manalapan, NJ

Freehold, NJ

Freehold, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States

198 Rt 9 N Ste 106, Manalapan, NJ 07726-3073 • United States

Freehold, NJ • United States

Freehold, NJ • 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
Guardian Investor Services Llc Freehold NJ 01/2009 09/2017
Park Avenue Securities Llc New York NY 03/2015 09/2017
Pacific Life Insurance Company Newport Beach CA 09/2017 12/2019
Pacific Select Distributors, Llc Newport Beach CA 09/2017 12/2019
Pnc Investments Morristown NJ 01/2020 06/2020
Fidelity Investments Shrewsbury NJ 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2009 → 09/2017
    Guardian Investor Services Llc
    Freehold, NJ
  • 03/2015 → 09/2017
    Park Avenue Securities Llc
    New York, NY
  • 09/2017 → 12/2019
    Pacific Life Insurance Company
    Newport Beach, CA
  • 09/2017 → 12/2019
    Pacific Select Distributors, Llc
    Newport Beach, CA
  • 01/2020 → 06/2020
    Pnc Investments
    Morristown, NJ
  • 06/2020 → Present
    Fidelity Investments
    Shrewsbury, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, NJ
  • 2020-01-17 → 2020-07-10
    Pnc Wealth Management Llc
    Warren, NJ
    Morristown, NJ
    Randolph, NJ
  • 2007-10-31 → 2009-01-16
    Lincoln Financial Distributors, Inc.
    Radnor, PA
    Freehold, NJ
    Phoenixville, PA
  • 2002-06-05 → 2007-10-16
    Invesco Aim Private Asset Management, Inc.
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-07
S63 Uniform Securities Agent State Law Examination 2006-03-07
  • S66 Uniform Combined State Law Examination
    2020-01-07
  • S63 Uniform Securities Agent State Law Examination
    2006-03-07
Other Names
  • Patrick Thomas Heeb
  • Patrick T Heeb
  • Patrick Heeb

View on SEC IAPD

Other Firms

SANTANDER SECURITIES LLC
ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C.
TD PRIVATE CLIENT WEALTH LLC
EAGLE STRATEGIES LLC
EDWARD JONES
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INTEGRITY ADVISORY SOLUTIONS
J.P. MORGAN SECURITIES LLC

Other Investors

Thomas J Morelli
Walter Rocco Kukowski
Amul G Sant
Andrew Joseph Bernal
Shabana Y Mosiello
Stacy Hoffman
Stuart Jay Lesser
ANTHONY Joseph XERRI

Other Offices

SANTANDER SECURITIES LLC · Manalapan, NJ
ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C. · ENGLISHTOWN, NJ
TD PRIVATE CLIENT WEALTH LLC · Englishtown, NJ
EAGLE STRATEGIES LLC · OLD BRIDGE, NJ
EDWARD JONES · MANALAPAN, NJ
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MORGANVILLE, NJ
INTEGRITY ADVISORY SOLUTIONS · Morganville, NJ
J.P. MORGAN SECURITIES LLC · MANALAPAN, NJ

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