Megan Mcneill Logee

Employer firm

Mariner Independent CRD 305418

$7.34B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 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

• 2019-03-26 → 2022-03-30
  Adviceperiod, Llc
  East Greenwich, RI
• 2013-09-18 → 2019-03-07
  Strategicpoint Investment Advisors Llc
  Providence, RI

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-18

Designations

• Chartered Financial Consultant

Other Names

• Megan Robertson Mcneill