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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Denver, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Wellington FL 10/2021 10/2023
Fidelity Investments Greenwood Village CO 03/2024 Present
Evo Denver CO 10/2023 12/2023
Raymond James & Associates, Inc. Boca Raton FL 07/2016 10/2021
Raymond James & Associates, Inc. Boca Raton FL 10/2016 10/2021
Unemployed Denver CO 12/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 10/2023
    Unemployed
    Wellington, FL
  • 03/2024 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 10/2023 → 12/2023
    Evo
    Denver, CO
  • 07/2016 → 10/2021
    Boca Raton, FL
  • 10/2016 → 10/2021
    Boca Raton, FL
  • 12/2023 → 03/2024
    Unemployed
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2016-10-24 → 2021-11-01
    Boca Raton, FL
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-26
  • S66 Uniform Combined State Law Examination
    2024-04-26
Other Names
  • Logan Romano
  • Logan Edward Romano

View on SEC IAPD

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