Heather Ann Yearly

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

• 08/2006 → 11/2016
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2016 → 03/2018
  Unemployed
  Mount Laurel, NJ
• 03/2018 → 06/2019
  Bb&T Bank
  Mount Laurel, NJ
• 03/2018 → 06/2019
  Bb&T Investments
  Mount Laurel, NJ
• 03/2018 → 06/2019
  Bb&T Securities, Llc
  Mount Laurel, NJ
• 06/2019 → Present
  Fidelity Brokerage Services Llc
  Marlton, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-08-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Marlton, NJ
• 2018-05-29 → 2019-06-06
  Bb&T Securities, Llc
  Charlotte, NC
  Mount Laurel, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-25
• S63 Uniform Securities Agent State Law Examination
  2006-09-18

Other Names

• Heather Trust
• Heather Ann Trust