HEIDI LOCASTRO is an investment adviser representative (IAR) with state registration records since 2012, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-12-14 | 2025-03-31 | — |
| PNC WEALTH MANAGEMENT | 2021-07-12 | 2022-10-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-12-11 | 2021-07-06 | — |
| MML INVESTORS SERVICES, LLC | 2017-03-25 | 2017-10-16 | — |
| MSI FINANCIAL SERVICES, INC. | 2015-04-15 | 2017-03-25 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2012-03-14 | 2015-01-15 | — |