Heather Roach

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 04/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM
• 10/2014 → 04/2018
  Bank Of America, N.A.
  Albuquerque, NM
• 04/2018 → Present
  Fidelity Brokerage Services Llc
  Albuquerque, NM
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2018-07-19 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Albuquerque, NM
• 2014-11-05 → 2018-04-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Albuquerque, NM

Other Businesses

OBA-10194|OrgNmn:Salem Properties LLC|Org Addr:Albuquerqu,New Mexico,US|OBA Nature:Owner. LLC holds a rental hou|Invst Rel:Y|Title:Salem Properties, LLC|Duties:Landlord duties|StrtDt:05-01-18|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2014-11-04

Other Names

• Heather Michelle Roach
• Heather M Roach