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Matthew Heitz

Strategic Advisers LLC

Clearwater, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Clearwater, FL • 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
Morgan Stanley South Jordan UT 06/2017 04/2024
Lowe's Home Improvement Clearwater FL 10/2009 01/2017
Uber Clearwater FL 01/2017 05/2017
Fidelity Investments Clearwater FL 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 04/2024
    Morgan Stanley
    South Jordan, UT
  • 10/2009 → 01/2017
    Lowe's Home Improvement
    Clearwater, FL
  • 01/2017 → 05/2017
    Uber
    Clearwater, FL
  • 04/2024 → Present
    Fidelity Investments
    Clearwater, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Clearwater, FL
  • 2017-12-01 → 2024-05-07
    Morgan Stanley
    South Jordan, UT
    Tampa, FL
Other Businesses

OBA-108771|OrgNmn:MZ Dance Compnay LLC|Org Addr:Clearwater,Florida,US|OBA Nature:Dance Studio|Invst Rel:N|Title:Sole Proprietor|Duties:Owner/Operator |StrtDt:08-01-18|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-30
  • S66 Uniform Combined State Law Examination
    2017-11-30
Other Names
  • Matthew T Heitz

View on SEC IAPD

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