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Suzanne Martha Heron

Strategic Advisers LLC

Greenville, DE

Kennett Square, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Kennett Square, PA • 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
Lovett Advisors, Llc Wilmington DE 01/2017 03/2020
Marcus And Millichap Philadelphia PA 01/2016 01/2017
Mercap Securities, Llc Paoli PA 08/2017 12/2018
Mercap Securities, Llc Paoli PA 01/2019 05/2020
Fidelity Brokerage Services Llc Greenville DE 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 03/2020
    Lovett Advisors, Llc
    Wilmington, DE
  • 01/2016 → 01/2017
    Marcus And Millichap
    Philadelphia, PA
  • 08/2017 → 12/2018
    Mercap Securities, Llc
    Paoli, PA
  • 01/2019 → 05/2020
    Mercap Securities, Llc
    Paoli, PA
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Greenville, DE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
  • 2017-08-02 → 2020-05-05
    Lovett Advisors Llc
    Wilmington, DE
    Newark, DE
Other Businesses

OBA-15303|OrgNmn:Goddard Consulting LLC|Org Addr:Kennett Sq,Pennsylvan,US|OBA Nature:Real Estate consulting|Invst Rel:N|Title:Owner of LLC|Duties:Giving advice on properaty management, tenants, decorating and improvements|StrtDt:06-03-20|TotHrs/mon:5|TrdHrs/mon:0|OBA-120092|OrgNmn:BNSH Holdings LLC|Org Addr:Wilmington,Delaware,US|OBA Nature:Real Estate |Invst Rel:Y|Title:Partner|Duties:Real Estate Consulting, Landlord|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-01-30
  • S66 Uniform Combined State Law Examination
    2017-01-30
Designations
Other Names
  • Suzanne Martha Snyder

View on SEC IAPD

Other Firms

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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