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Heather Nicole Brassard

Strategic Advisers LLC

Sandy, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-17
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-17
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sandy, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
The Vanguard Group, Inc. Scottsdale AZ 08/2010 11/2021
Fidelity Investments Salt Lake City UT 09/2022 Present
Homemaker Salt Lake City UT 11/2021 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → 11/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 09/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 11/2021 → 09/2022
    Homemaker
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-10-01 → 2021-12-20
    Vanguard Advisers, Inc.
    Scottsdale, AZ
Other Businesses

OBA-118737|OrgNmn:N/A|Org Addr:Sandy ,Utah,US|OBA Nature:Crocheted stuffed animals|Invst Rel:N|Title:Hobbyist |Duties:Crochet a stuffed animal|StrtDt:04-06-25|TotHrs/mon:36|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-13
S63 Uniform Securities Agent State Law Examination 2010-09-07
  • S66 Uniform Combined State Law Examination
    2019-09-13
  • S63 Uniform Securities Agent State Law Examination
    2010-09-07
Other Names
  • Heather Nicole Vansteeter
  • Heather Nicole Brassard
  • Heather Brassard

View on SEC IAPD

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