MATTHEW HEITZ is an investment adviser representative (IAR) with state registration records since 2017, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-11-21 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2017-12-01 | 2024-05-07 | — |