Heidi Locastro

CRD 4206737 · Fidelity Brokerage Services LLC · Covington, KY

IA RegisteredBroker

Also appears in the source record as: Heidi K Heffernan; Heidi H Locastro; Heidi K Locastro

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (10): Series 66Series 63Series 10Series 9Series 24Series 51Series 26SIESeries 7Series 6
Registered states (10): Delaware · District Of Columbia · Florida · Maryland · Massachusetts · North Carolina · Pennsylvania · Texas · Virginia · West Virginia
Years in the industry (source record): 26
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 (16)

From the source registration record · current first

Strategic Advisers LLCCurrent
Covington, KY · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Catonsville, MD · BD capacity

Nov 29, 2022 → present
Fidelity Brokerage Services LLCCurrent
Covington, KY · BC capacity

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

Dec 14, 2022 → Mar 31, 2025
Pnc Investments
BD capacity

Jul 12, 2021 → Oct 31, 2022
Pnc Investments
IA capacity

Jul 12, 2021 → Oct 31, 2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated
BD capacity

Dec 11, 2017 → Jul 6, 2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated
IA capacity

Dec 11, 2017 → Jul 6, 2021
Mml Investors Services, LLC
BD capacity

Mar 25, 2017 → Oct 16, 2017
Mml Investors Services, LLC
IA capacity

Mar 25, 2017 → Oct 16, 2017
Msi Financial Services, Inc.
IA capacity

Apr 15, 2015 → Mar 25, 2017
Msi Financial Services, Inc.
BD capacity

Feb 3, 2015 → Mar 25, 2017
Tiaa-Cref Advice And Planning Services
IA capacity

Mar 14, 2012 → Jan 15, 2015
Tiaa-Cref Individual & Institutional Services, LLC
BD capacity

Jan 1, 2004 → Jan 15, 2015
Teachers Personal Investors Services, Inc.
BD capacity

Oct 10, 2000 → Jan 1, 2004
Sunamerica Securities, Inc.
BD capacity

Jun 26, 2000 → Sep 18, 2000

Source & corrections

Where this page comes from

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