Patrick Heeb

CRD 2405183 · Fidelity Brokerage Services LLC · Manalapan, NJ

IA RegisteredBroker

Also appears in the source record as: Patrick T Heeb; Patrick Thomas Heeb; Patrick Heeb

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 66Series 63SIESeries 7
Registered states (16): California · Connecticut · Delaware · Florida · Georgia · Illinois · Maryland · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas · Virginia · Washington
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (15)

From the source registration record · current first

Strategic Advisers LLCCurrent
Freehold, NJ · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Freehold, NJ · BD capacity

Aug 2, 2020 → present
Fidelity Brokerage Services LLCCurrent
Manalapan, NJ · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Aug 11, 2020 → Mar 31, 2025
Pnc Investments
IA capacity

Jan 17, 2020 → Jul 10, 2020
Pnc Investments
BD capacity

Jan 15, 2020 → Jul 10, 2020
Pacific Select Distributors, LLC
BD capacity

Oct 11, 2017 → Dec 17, 2019
Park Avenue Securities LLC
BD capacity

Mar 31, 2015 → Sep 18, 2017
Guardian Investor Services LLC
BD capacity

Jan 26, 2009 → Mar 31, 2015
Lincoln Financial Distributors, Inc.
BD capacity

Oct 31, 2007 → Jan 16, 2009
Lincoln Financial Distributors, Inc.
IA capacity

Oct 31, 2007 → Jan 16, 2009
Aim Private Asset Management
IA capacity

Jun 5, 2002 → Oct 16, 2007
A I M Distributors, Inc.
BD capacity

Sep 12, 2000 → Oct 16, 2007
Security Distributors, Inc.
BD capacity

Aug 25, 1999 → Aug 18, 2000
Oppenheimerfunds Distributor, Inc.
BD capacity

Mar 9, 1994 → Apr 16, 1999

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2405183 ↗ FINRA BrokerCheck record for CRD 2405183 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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