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Heather Rene Sickler

Investment Adviser Representative at Wells Fargo Advisors

Dunedin, FLCRD #5214766Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Heather Rene Sickler is an investment adviser representative with Wells Fargo Advisors in Dunedin, FL, where they have been registered since 2017. They have worked in the securities industry since 2009 and were previously registered with Suntrust Investment Services, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Office

1483 Main St
Dunedin, FL 34698

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
9 states and territories

Connecticut, Florida, Georgia, Maine, Maryland, Minnesota, New Jersey, Pennsylvania, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/16/2012
Series 63
Uniform Securities Agent State Law Examination
Passed 10/11/2006
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/31/2017
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/6/2006

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wells Fargo AdvisorsCurrent
8/2/2017 – Dunedin, FL
Suntrust Investment Services, Inc.
6/19/2012 – 1/26/2017Bal Harbour, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Suntrust Investment Services,inc
    Mar 2012 – Dec 2016Atlanta, GA
  2. Suntrust BANK
    Mar 2012 – Dec 2016Bal Harbour, FL
  3. Wells Fargo Clearing Services, LLC
    Jun 2017 – no end date reportedDunedin, FL
  4. Wells Fargo BANK NA
    Jun 2017 – no end date reportedDunedin, FL
  5. Unemployed
    Jan 2017 – Jun 2017Dunedin, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wells Fargo Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment AdvisoryMobile BankingDigital Experience

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14,697
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-37967

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Wells Fargo Advisors

Showing 12 of 14,697 in the directory

View Wells Fargo Advisors firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Heather Rene Sickler has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Heather Rene Sickler (Wells Fargo Advisors) | AdvisorFinder