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Logan Hessel

Strategic Advisers LLC

Del Mar, CA

San Diego, CA

CRD 8094242

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-20
TX RA APPROVED 2025-08-20
  • CA RA
    APPROVED
    Since 2025-08-20
  • TX RA
    APPROVED
    Since 2025-08-20

Branch Locations

Del Mar, CA • United States

11943 El Camino Real Ryan Plaza Ste 120 - 110, San Diego, CA 92130-2597 • 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
Appfolio Goleta CA 08/2019 12/2019
Fidelity Investments San Diego CA 05/2025 Present
Unemployed San Diego CA 11/2024 05/2025
Tealium San Diego CA 05/2024 11/2024
Unemployed Goleta CA 08/2017 08/2019
Statewide Interpreters Mill Valley CA 03/2016 08/2017
Harambe Production Company San Diego CA 12/2019 05/2024
  • 08/2019 → 12/2019
    Appfolio
    Goleta, CA
  • 05/2025 → Present
    Fidelity Investments
    San Diego, CA
  • 11/2024 → 05/2025
    Unemployed
    San Diego, CA
  • 05/2024 → 11/2024
    Tealium
    San Diego, CA
  • 08/2017 → 08/2019
    Unemployed
    Goleta, CA
  • 03/2016 → 08/2017
    Statewide Interpreters
    Mill Valley, CA
  • 12/2019 → 05/2024
    Harambe Production Company
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-11
  • S66 Uniform Combined State Law Examination
    2025-08-11

View on SEC IAPD

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