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Thaddeus Robert Heck

Strategic Advisers LLC

Scottsdale, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Scottsdale, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Culver'S Of Rhinelander Rhinelander WI 06/2017 08/2017
Oneida County Airport Rhinelander WI 06/2022 12/2022
Unemployed Rhinelander WI 01/2014 06/2017
Fidelity Investments Scottsdale AZ 07/2024 Present
Fidelity Investments Scottsdale AZ 06/2023 08/2023
Unemployed Rhinelander WI 09/2018 05/2019
Unemployed Tucson AZ 12/2022 06/2023
Fidelity Investments Tucson AZ 08/2023 07/2024
Unemployed Rhinelander WI 08/2017 06/2018
Trigs Grocery T.A. Solberg & Assoc Rhinelander WI 06/2018 09/2018
Heck Capital Advisors, Llc Rhinelander WI 05/2019 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2017
    Culver'S Of Rhinelander
    Rhinelander, WI
  • 06/2022 → 12/2022
    Oneida County Airport
    Rhinelander, WI
  • 01/2014 → 06/2017
    Unemployed
    Rhinelander, WI
  • 07/2024 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 06/2023 → 08/2023
    Fidelity Investments
    Scottsdale, AZ
  • 09/2018 → 05/2019
    Unemployed
    Rhinelander, WI
  • 12/2022 → 06/2023
    Unemployed
    Tucson, AZ
  • 08/2023 → 07/2024
    Fidelity Investments
    Tucson, AZ
  • 08/2017 → 06/2018
    Unemployed
    Rhinelander, WI
  • 06/2018 → 09/2018
    Trigs Grocery T.A. Solberg & Assoc
    Rhinelander, WI
  • 05/2019 → 08/2022
    Heck Capital Advisors, Llc
    Rhinelander, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-25
  • S66 Uniform Combined State Law Examination
    2024-11-25
Other Names
  • Thaddeus R Heck
  • Thaddeus Heck

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