Heidi Stearns
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Heidi Stearns? Claim your profile
Contact this firm
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
11 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsJan 2026 to now
- Skb Wireless LLCJul 2025 to Jan 2026
- UnemployedJun 2025 to Jul 2025
- The Cellular CommunMay 2025 to Jun 2025
- Simply Wireless LLCMay 2024 to May 2025
- Skb Wireless LLCJun 2021 to May 2024
- Pet's ChoiceApr 2021 to Jun 2021
- UnemployedFeb 2021 to Apr 2021
- Darbster DoggyFeb 2019 to Feb 2021
- Princeton PropertiesNov 2018 to Jan 2019
- Mesiti Real EstateJan 2018 to Jan 2019
- D La PoochJan 2018 to Oct 2018
- Bj's Wholesale ClubSep 2017 to Jan 2018
- CinemagicJun 2015 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 8215512
- Firm CRD
- 104555