Patrick Robert Heffernan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2025-10-27
TX	RA	APPROVED	2025-10-27

NH RA
APPROVED

Since 2025-10-27
TX RA
APPROVED

Since 2025-10-27

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Portsmouth, NH • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	09/2021	Present
Golf Club Of New England	Stratham	NH	08/2015	09/2021
Compass Retirement Consulting	Stratham	NH	09/2018	06/2019
United Parcel Service	Manchester	NH	12/2019	12/2020
University Of New Hampshire	Durham	NH	09/2017	05/2021

09/2021 → Present

Fidelity Investments

Merrimack, NH
08/2015 → 09/2021

Golf Club Of New England

Stratham, NH
09/2018 → 06/2019

Compass Retirement Consulting

Stratham, NH
12/2019 → 12/2020

United Parcel Service

Manchester, NH
09/2017 → 05/2021

University Of New Hampshire

Durham, NH

Other Businesses

OBA-125781|OrgNmn:Doordash|Org Addr:Portsmouth,New Hampsh,US|OBA Nature:Doordash Driver delivery |Invst Rel:N|Title:Independent Contractor|Duties:Food delivery |StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-24
S63	Uniform Securities Agent State Law Examination	2022-03-09

S66 Uniform Combined State Law Examination

2025-10-24
S63 Uniform Securities Agent State Law Examination

2022-03-09

Other Names

Patrick Robert Heffernan
Patrick Heffernan

View on SEC IAPD

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