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Evan Jacob Heiner

Strategic Advisers LLC

Durham, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Durham, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
The Winston School Of San Diego San Diego CA 11/2017 06/2018
Lewis & Clark College Portland OR 08/2019 05/2023
Lewis & Clark College Portland OR 09/2021 05/2023
Vons Albertsons Co. Mammoth Lakes CA 07/2019 09/2019
Troutfitter (Fluidix Inc) Mammoth Lakes CA 05/2020 06/2020
Ralphs Kroger Co. San Diego CA 07/2021 08/2021
Ralphs Kroger Co. San Diego CA 05/2022 08/2022
Footloose Sports Mammoth Lakes CA 12/2022 01/2023
Fidelity Investments Durham NC 09/2023 Present
The Winston School Of San Diego San Diego CA 08/2015 06/2019
Unemployed San Diego CA 05/2023 09/2023
Fidelity Investments Boston MA 03/2025 Present
  • 11/2017 → 06/2018
    The Winston School Of San Diego
    San Diego, CA
  • 08/2019 → 05/2023
    Lewis & Clark College
    Portland, OR
  • 09/2021 → 05/2023
    Lewis & Clark College
    Portland, OR
  • 07/2019 → 09/2019
    Vons Albertsons Co.
    Mammoth Lakes, CA
  • 05/2020 → 06/2020
    Troutfitter (Fluidix Inc)
    Mammoth Lakes, CA
  • 07/2021 → 08/2021
    Ralphs Kroger Co.
    San Diego, CA
  • 05/2022 → 08/2022
    Ralphs Kroger Co.
    San Diego, CA
  • 12/2022 → 01/2023
    Footloose Sports
    Mammoth Lakes, CA
  • 09/2023 → Present
    Fidelity Investments
    Durham, NC
  • 08/2015 → 06/2019
    The Winston School Of San Diego
    San Diego, CA
  • 05/2023 → 09/2023
    Unemployed
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-09
S63 Uniform Securities Agent State Law Examination 2023-12-15
  • S66 Uniform Combined State Law Examination
    2025-01-09
  • S63 Uniform Securities Agent State Law Examination
    2023-12-15

View on SEC IAPD

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