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Logan Cope-Grosardt

Strategic Advisers LLC

Cincinnati, OH

Covington, KY

CRD 7449737

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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
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cincinnati, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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
Ohio Living Mount Pleasant Monroe OH 06/2013 08/2018
The Home Depot Monroe OH 05/2016 08/2017
Dayton Progress Dayton OH 08/2018 07/2021
Unemployed Monroe OH 07/2021 09/2021
Fidelity Investments Covington KY 09/2021 Present
Miami University Oxford OH 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 08/2018
    Ohio Living Mount Pleasant
    Monroe, OH
  • 05/2016 → 08/2017
    The Home Depot
    Monroe, OH
  • 08/2018 → 07/2021
    Dayton Progress
    Dayton, OH
  • 07/2021 → 09/2021
    Unemployed
    Monroe, OH
  • 09/2021 → Present
    Fidelity Investments
    Covington, KY
  • 08/2014 → 05/2018
    Miami University
    Oxford, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Franklin, OH
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2022-02-24
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2022-02-24
Other Names
  • Logan Alexander Cope-Grosardt

View on SEC IAPD

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