Bradley Heller

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-05

TX RA
APPROVED

Since 2026-02-05

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2023	08/2025
Amazon	Irving	TX	06/2022	10/2023
Kingwood High School	Kingwood	TX	09/2020	05/2022
Occuply	Austin	TX	05/2020	08/2020
Torchy's Tacos	Plano	TX	10/2019	05/2020
Kingwood Hs/University Of Tx At Dallas	Kingwood/Richardson	TX	09/2016	08/2019
Street's Fine Chicken	Dallas	TX	03/2019	08/2019
Fidelity Investments	Westlake	TX	11/2025	Present
Unemployed	Kingwoond	TX	08/2025	11/2025

11/2023 → 08/2025

Edward Jones

St Louis, MO
06/2022 → 10/2023

Amazon

Irving, TX
09/2020 → 05/2022

Kingwood High School

Kingwood, TX
05/2020 → 08/2020

Occuply

Austin, TX
10/2019 → 05/2020

Torchy's Tacos

Plano, TX
09/2016 → 08/2019

Kingwood Hs/University Of Tx At Dallas

Kingwood/Richardson, TX
03/2019 → 08/2019

Street's Fine Chicken

Dallas, TX
11/2025 → Present

Fidelity Investments

Westlake, TX
08/2025 → 11/2025

Unemployed

Kingwoond, TX

Previous Registrations

2024-03-04 → 2025-07-07

Edward Jones

Greenville, NC

St. Louis, MO

Kingwood, TX

Kingwood, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-01-10

S66 Uniform Combined State Law Examination

2024-01-10

Other Names

Bradley R Heller
Bradley Heller
Bradley Reagan Heller

View on SEC IAPD

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