Heather Doerr
Professional Summary
Heather Doerr, who also goes by Heather L Mcduffie, is a registered financial advisor currently at HALE & DOERR WEALTH MANAGEMENT LLC located in Gulf Breeze, Florida. Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Heather has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Heather L Mcduffie
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
HALE & DOERR WEALTH MANAGEMENT LLC
Contact Information
Main Address
913 Gulf Breeze Pkwy Suite 13, Gulf Breeze, FL 32561Phone Number
(850) 934-4288# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
390AUM (Assets Under Management)
$47,490,760Similar Advisors
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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.
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State Registrations and Notice Filings
(7/17/2019)
(2/27/2026)
(6/15/2023)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Heather Doerr's CRS (Customer Relationship Summary).
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