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Lorik Heilman

Strategic Advisers LLC

Austin, TX

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Austin, TX • United States

11501 Alterra Pkwy Ste 115 & 550, Austin, TX 78758-3201 • 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
Full Time Student Austin TX 08/2021 08/2022
Full Time Student College Station TX 03/2014 08/2018
The Hospital At Westlake Medical Center Austin TX 09/2018 04/2021
Mobile Loaves And Fishes Austin TX 01/2024 04/2024
Unemployed Austin TX 04/2021 08/2021
Unemployed Austin TX 08/2022 08/2023
Unemployed Austin TX 08/2018 09/2018
Mobile Loaves And Fishes Austin TX 08/2023 12/2023
Fidelity Investments Austin TX 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 08/2022
    Full Time Student
    Austin, TX
  • 03/2014 → 08/2018
    Full Time Student
    College Station, TX
  • 09/2018 → 04/2021
    The Hospital At Westlake Medical Center
    Austin, TX
  • 01/2024 → 04/2024
    Mobile Loaves And Fishes
    Austin, TX
  • 04/2021 → 08/2021
    Unemployed
    Austin, TX
  • 08/2022 → 08/2023
    Unemployed
    Austin, TX
  • 08/2018 → 09/2018
    Unemployed
    Austin, TX
  • 08/2023 → 12/2023
    Mobile Loaves And Fishes
    Austin, TX
  • 04/2024 → Present
    Fidelity Investments
    Austin, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Austin, TX
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
  • S66 Uniform Combined State Law Examination
    2024-11-14

View on SEC IAPD

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