# HEIDI SCALI

HEIDI SCALI is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2025-11-12 | present | Yes |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2022-02-15 | 2025-10-22 | — |
| [STEWARD PARTNERS INVESTMENT ADVISORY, LLC](https://search.stillhousedata.com/firm/283004) | 2020-06-11 | 2022-02-04 | — |
| [UBS FINANCIAL SERVICES INC.](https://search.stillhousedata.com/firm/8174) | 2015-07-30 | 2020-06-19 | — |
| [GARY GOLDBERG PLANNING SERVICES](https://search.stillhousedata.com/firm/173565) | 2015-03-27 | 2015-07-29 | — |
| [GARY GOLDBERG PLANNING SERVICES INC](https://search.stillhousedata.com/firm/110784) | 2013-05-15 | 2015-03-18 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2157650)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2157650.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.