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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Somerville, MA • 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
Mass Mutual Life Insurance Company Glastonbury CT 06/2021 06/2022
Mml Investors Services Glastonbury CT 07/2021 06/2022
Pratt & Whitney East Hartford CT 07/2019 05/2021
Umass Amherst Manchester MA 08/2015 05/2019
Fidelity Investments Framingham MA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 06/2022
    Mass Mutual Life Insurance Company
    Glastonbury, CT
  • 07/2021 → 06/2022
    Mml Investors Services
    Glastonbury, CT
  • 07/2019 → 05/2021
    Pratt & Whitney
    East Hartford, CT
  • 08/2015 → 05/2019
    Umass Amherst
    Manchester, MA
  • 09/2022 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-20
  • S66 Uniform Combined State Law Examination
    2022-10-20
Other Names
  • Logan Greene
  • Logan Mason Greene

View on SEC IAPD

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