ERIC W. HEATH is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-07-29 | 2025-03-31 | — |
| CUSO FINANCIAL SERVICES, L.P. | 2015-05-22 | 2020-06-19 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2015-05-15 | — |
| WELLS FARGO INVESTMENTS, LLC | 2010-12-13 | 2011-01-03 | — |
| STRATEGIC ADVISERS LLC | 2009-01-21 | 2009-04-09 | — |