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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Annapolis, MD • United States

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • 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
Fidelity Investments Annapolis MD 06/2022 Present
Whitten Group Easton MD 01/2016 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Annapolis, MD
  • 01/2016 → 05/2022
    Whitten Group
    Easton, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Annapolis, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-28
S63 Uniform Securities Agent State Law Examination 2022-11-11
  • S66 Uniform Combined State Law Examination
    2023-02-28
  • S63 Uniform Securities Agent State Law Examination
    2022-11-11
Other Names
  • Logan Matthew Mcguire
  • Logan Mcguire

View on SEC IAPD

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