Heather Bertel, financial advisor Merrimack NH

Heather Bertel

CRD Number: 7401501
Current Firm: Fidelity Personal And Workplace Advisors

Heather Bertel (CRD# 7401501) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Merrimack, NH Jun 2021 - Current < 1
University Of Rhode Island Kingston, RI Sep 2019 - May 2021 1
Newport Gulls Newport, RI Feb 2020 - Apr 2020 < 1
Providence Bagel Kingston, RI Aug 2019 - Mar 2020 < 1
Newport Creamery Middletown, RI Apr 2015 - Aug 2019 4
Community College Of Rhode Island Warwick, RI Sep 2017 - May 2019 1
Middletown High School Middletown, RI Sep 2013 - Jun 2017 3
Portofino Middletown, RI Feb 2017 - Apr 2017 < 1
Jh Gaudet Middle School Middletown, RI Sep 2009 - Jun 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Heather R. Bertel
Phone Number: 617-563-7000
Registered State(s):
  • NH
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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