Logan Whitmore

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → Present
  Fidelity
  Jacksonville, FL
• 03/2021 → 07/2021
  Skippers
  Deale, MD
• 01/2020 → 03/2021
  Dutch'S Daughter
  Frederick, MD
• 07/2019 → 11/2019
  Hyatt Residence Club
  Lahaina, HI
• 02/2019 → 07/2019
  Rick Shores
  Burleigh Heads
• 06/2018 → 11/2018
  Caddys On The Beach
  Treasure Island, FL
• 06/2017 → 06/2018
  Playa Largo Resort And Spa
  Key Largo, FL
• 08/2013 → 06/2017
  Bridgewater College
  Bridgewater, VA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-11-26 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
  Greenwood Village, CO
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-11-16

Other Names

• Logan Alexa Hatfield
• Logan Hatfield