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Logan Cole Fritze

Strategic Advisers LLC

Brea, CA

Salt Lake City, UT

Ladera Ranch, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Ladera Ranch, CA • 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
Randstad Scottsdale AZ 11/2016 05/2017
The Vanguard Group, Inc. Scottsdale AZ 05/2017 11/2021
Mas International Phoenix AZ 05/2016 09/2016
Rio Salado College Tempe AZ 10/2016 12/2016
Fidelity Investments Salt Lake City UT 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 05/2017
    Randstad
    Scottsdale, AZ
  • 05/2017 → 11/2021
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 05/2016 → 09/2016
    Mas International
    Phoenix, AZ
  • 10/2016 → 12/2016
    Rio Salado College
    Tempe, AZ
  • 11/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newport, CA
    Brea, CA
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
S63 Uniform Securities Agent State Law Examination 2017-07-05
  • S66 Uniform Combined State Law Examination
    2023-08-04
  • S63 Uniform Securities Agent State Law Examination
    2017-07-05
Other Names
  • Logan Fritze
  • Logan Cole Fritze

View on SEC IAPD

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ANNA LAURA DIAZ
PETER O PAIK
CHRISTOPHER RAYA SCIARRA
KEVIN OWEN SIMON
CHRISTINA MOON

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INVESTLINC WEALTH SERVICES · BREA, CA
MORGAN STANLEY · Brea, CA
LPL FINANCIAL LLC · BREA, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · BREA, CA
LPL FINANCIAL LLC · Brea, CA
OSAIC WEALTH, INC. · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA
MINISTRY PARTNERS SECURITIES, LLC · BREA, CA

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