Heather Nadeau

Employer firm

&Partners CRD 3767

$30.3B regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

&Partners

40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2026-03-10

VA RA
APPROVED

Since 2026-03-10

Branch Locations

650 Peter Jefferson Pkwy, Suite 160, Charlottesville, VA 22911 • United States

7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Wells Fargo Clearing Services, Llc	Charlottesville	VA	08/2011	03/2026
&Partners	Nashville	TN	03/2026	Present

08/2011 → 03/2026

Wells Fargo Clearing Services, Llc

Charlottesville, VA
03/2026 → Present

&Partners

Nashville, TN

Previous Registrations

2024-11-12 → 2026-03-10

Wells Fargo Clearing Services, Llc

Charlottesville, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-11-08

S66 Uniform Combined State Law Examination

2024-11-08

Other Names

Heather Greco
Heather Stogdale

View on SEC IAPD

Employer firm

Current Employers

&Partners

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Nearby Firms

Nearby Investors

Nearby Offices

Reviews