Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
12yrs
Heather Roach
Financial advisor at Strategic Advisers
Based in Houston, Texas, Heather Roach is a fiduciary financial advisor with 12 years of industry experience. Heather joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors and three years at Merrill. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 67% of advisors at Strategic Advisers
Office4410 Westheimer Rd Suite B-100, Houston, TX 77027
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2014 – 2018MerrillPreviously
Contact Heather
(617) 563-7000Firm headquarters in Boston, MA. Ask for Heather. 4410 Westheimer Rd Suite B-100Houston, TX 77027Office · Get directions
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Questions to ask Heather
Tailored to Heather’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Heather
How do I contact Heather?
Call Strategic Advisers at (617) 563-7000 and ask for Heather Roach. Heather works from the Houston, TX office.
How long has Heather been a financial advisor?
Heather has been in the industry since 2014, about 12 years. More experience than 67% of advisors at Strategic Advisers.
What licenses does Heather hold?
Series 66. Tap any license on this page to see what it allows.
Is Heather a fiduciary?
Heather is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Heather paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Heather for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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