HEIDI SCALI is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-11-12 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2022-02-15 | 2025-10-22 | — |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 2020-06-11 | 2022-02-04 | — |
| UBS FINANCIAL SERVICES INC. | 2015-07-30 | 2020-06-19 | — |
| GARY GOLDBERG PLANNING SERVICES | 2015-03-27 | 2015-07-29 | — |
| GARY GOLDBERG PLANNING SERVICES INC | 2013-05-15 | 2015-03-18 | — |