Thaddeus Robert Heck
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- UnemployedDec 2022 to Jun 2023
- Oneida County AirportJun 2022 to Dec 2022
- Heck Capital Advisors, LLCMay 2019 to Aug 2022
- UnemployedSep 2018 to May 2019
- Trigs Grocery T.A. Solberg & AssocJun 2018 to Sep 2018
- UnemployedAug 2017 to Jun 2018
- Culver's of RhinelanderJun 2017 to Aug 2017
- UnemployedJan 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7966093
- Firm CRD
- 104555