Heidi Whelahan

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

• 06/2020 → 08/2020
  Guilford Mooring
  Guilford, CT
• 05/2021 → 08/2021
  Guilford Mooring
  Guilford, CT
• 06/2022 → 08/2022
  Fidelity Investments
  New Haven, CT
• 04/2017 → 09/2018
  Madison School For Young Children
  Madison, CT
• 06/2018 → 09/2018
  Beach Park Pool
  Clinton, CT
• 01/2023 → Present
  Fidelity Investments
  New Haven, CT
• 08/2019 → 12/2022
  Clemson University
  Clemson, SC
• 09/2015 → 06/2019
  Daniel Hand High School
  Madison, CT
• 06/2019 → 08/2019
  Unemployed
  Madison, CT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-02-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Haven, CT

Other Businesses

OBA-114234|OrgNmn:Poshmark|Org Addr:Madison,Connecticu,US|OBA Nature:Reselling|Invst Rel:N|Title:Seller|Duties:None.|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-96525|OrgNmn:Babysitting|Org Addr:Madison,Connecticu,US|OBA Nature:Babysitting a local family in |Invst Rel:N|Title:Babysitter|Duties:Dates and times vary. Usually once a week (after work or on weekends) for a few hours. Feed kids and put them to bed.|StrtDt:02-14-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-25
• S63 Uniform Securities Agent State Law Examination
  2023-05-31

Other Names

• Heidi Ann Whelahan