Mary Heline
STRATEGIC ADVISERS LLC | Investment Solutions Representative III
FITCHBURG, MA
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CRD#: 6790962
Professional summary
Mary Heline, who also goes by Mary Elizabeth Heline, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fitchburg, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Merrimack, New Hampshire.
Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Mary has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As an Investment Consultant, I meet my clients where they are on their path to pursue their personal financial goals. Each day, I strive to ensure that my clients are confident in their plan and the steps that we can take together to make their goals a reality. I am personally committed to doing my part to uphold Fidelity's values and commitments to you.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary Elizabeth Heline
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Heline's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Fitchburg State University
Bachelor of Science (BS) - Literature
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: Two Contra Way, Merrimack, NH 03054RIA
CRD#: 104555
FITCHBURG, MA
Current
December 23, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Two Contra Way, Merrimack, NH 03054BD
CRD#: 7784
Merrimack, NH
Past
January 21, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COVINGTON, KY
Past
January 25, 2019 - October 14, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
WORCESTER, MA
Past
January 25, 2019 - October 14, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
WORCESTER, MA
Past
November 27, 2017 - December 21, 2018
EDWARD JONES
RIA
CRD#: 250
LEOMINSTER, MA
Past
June 27, 2017 - December 21, 2018
EDWARD JONES
BD
CRD#: 250
LEOMINSTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/23/2021)
RR
Alaska(12/23/2021)
RR
Arizona(12/23/2021)
RR
Arkansas(12/23/2021)
RR
California(12/23/2021)
RR
Colorado(12/23/2021)
RR
Connecticut(12/23/2021)
RR
Delaware(12/23/2021)
RR
District of Columbia(12/23/2021)
RR
Florida(12/23/2021)
RR
Georgia(12/23/2021)
RR
Hawaii(12/23/2021)
RR
Idaho(12/23/2021)
RR
Illinois(12/23/2021)
RR
Indiana(12/23/2021)
RR
Iowa(12/23/2021)
RR
Kansas(12/23/2021)
RR
Kentucky(12/23/2021)
RR
Louisiana(12/23/2021)
RR
Maine(12/23/2021)
RR
Maryland(12/23/2021)
RR
Massachusetts(12/23/2021)
IAR
Massachusetts(3/31/2025)
RR
Michigan(12/23/2021)
RR
Minnesota(12/23/2021)
RR
Mississippi(12/23/2021)
RR
Missouri(12/23/2021)
RR
Montana(12/23/2021)
RR
Nebraska(12/23/2021)
RR
Nevada(12/23/2021)
RR
New Hampshire(12/23/2021)
IAR
New Hampshire(3/31/2025)
RR
New Jersey(12/23/2021)
RR
New Mexico(12/23/2021)
RR
New York(12/23/2021)
RR
North Carolina(12/23/2021)
RR
North Dakota(12/23/2021)
RR
Ohio(12/26/2021)
RR
Oklahoma(12/23/2021)
RR
Oregon(12/23/2021)
RR
Pennsylvania(12/23/2021)
RR
Puerto Rico(12/23/2021)
RR
Rhode Island(12/23/2021)
RR
South Carolina(12/23/2021)
RR
South Dakota(12/23/2021)
RR
Tennessee(12/23/2021)
RR
Texas(12/23/2021)
IAR
Texas(3/31/2025)
RR
Utah(12/23/2021)
RR
Vermont(12/23/2021)
RR
Virginia(12/23/2021)
RR
Washington(12/23/2021)
RR
West Virginia(12/23/2021)
RR
Wisconsin(12/23/2021)
RR
Wyoming(12/23/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
