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Megan Mcneill Logee

Mariner Independent

East Greenwich, RI

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Current Employers
Mariner Independent

5700 West 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2022-03-07
  • RI RA
    APPROVED
    Since 2022-03-07

Branch Locations

650 Main St., East Greenwich, RI 02818 • 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
Strategicpoint Investment Advisors Providence RI 10/2013 06/2018
Strategicpoint Investment Advisors Providence RI 06/2018 03/2019
Adviceperiod, Llc East Greenwich RI 03/2019 03/2022
Mariner Platform Solutions East Greenwich RI 03/2022 Present
  • 10/2013 → 06/2018
    Strategicpoint Investment Advisors
    Providence, RI
  • 06/2018 → 03/2019
    Strategicpoint Investment Advisors
    Providence, RI
  • 03/2019 → 03/2022
    Adviceperiod, Llc
    East Greenwich, RI
  • 03/2022 → Present
    Mariner Platform Solutions
    East Greenwich, RI
Previous Registrations
Other Businesses

RM Wealth Management; not investment-related; Owner; start date 3/2022; LLC created to draw income

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-18
  • S65 Uniform Investment Adviser Law Examination
    2013-09-18
Designations
Other Names
  • Megan Robertson Mcneill

View on SEC IAPD

Other Firms

EQUITABLE ADVISORS, LLC
EDWARD JONES
SANTANDER SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
HORACE MANN INVESTORS, INC.
AXIS WEALTH PARTNERS, LLC
FORBES FINANCIAL PLANNING, INC.
LINCOLN CAPITAL CORPORATION

Other Investors

JOSHUA JOHN PARADIS
MICHAEL STEVEN GRAZIANO
Ryan Edward Gaumond
ERIK M WILCOX
Anthony Michael Lizzi
Michael Barrett
JANET MARIE GOULART
ALEX ZELCK SMITH

Other Offices

EQUITABLE ADVISORS, LLC · EAST GREENWICH, RI
EDWARD JONES · East Greenwich, RI
SANTANDER SECURITIES LLC · EAST GREENWICH, RI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · East Greenwich, RI
HORACE MANN INVESTORS, INC. · East Greenwich, RI
AXIS WEALTH PARTNERS, LLC · East Greenwich, RI
FORBES FINANCIAL PLANNING, INC. · EAST GREENWICH, RI
LINCOLN CAPITAL CORPORATION · EAST GREENWICH, RI

More in East Greenwich, RI

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