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Heather M Long

Strategic Advisers LLC

Lexington, KY

Lexington, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Lexington, KY • United States

161 Lexington Green Circle Suite 195, Lexington, KY 40503-3795 • 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
Vipkid Beijing 04/2018 10/2021
Self Employed Pre-K Teacher/Child Care Lexington KY 07/2014 06/2019
Fidelity Covington KY 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 10/2021
    Vipkid
    Beijing
  • 07/2014 → 06/2019
    Self Employed Pre-K Teacher/Child Care
    Lexington, KY
  • 11/2021 → Present
    Fidelity
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lexington, KY
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-10
S63 Uniform Securities Agent State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2024-12-10
  • S63 Uniform Securities Agent State Law Examination
    2022-07-08
Other Names
  • Heather Marie Long
  • Heather Long

View on SEC IAPD

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