Megan
Logee

Mariner Platform Solutions

CRD#6200354
Investment Advisor
in East Greenwich, RI

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About this Advisor

Megan Logee is a chartered financial consultant working in East Greenwich, Rhode Island, who has 1 year of industry experience. Logee is on the advisory team at Mariner Platform Solutions. Over the course of their career, they have held roles at Strategicpoint Investment Advisors, Adviceperiod, LLC and Mariner Platform Solutions. Logee holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to advise clients in Rhode Island. Mariner Platform Solutions is a company that has its headquarters in Leawood, KS. The company has offices in 33 locations and a total of 75 advisors. It administers $3 billion in assets under management between its 6,916 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 6,916 customer accounts, 37% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Mariner Platform Solutions offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management largely are based on the type of financial services offered. However, fees billed by Mariner Platform Solutions likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

650 Main St.
East Greenwich, RI 02818

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Mariner Platform Solutions Brokerage Details

Total Assets Under Management

$3,057,968,593

RI Average: $2,243,162,756
Total Number of Employees

75

RI Average: 44
Total Number of Accounts

6,916

RI Average: 4,091
Average Account Size

$442,159

RI Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Megan Logee Work History

Megan has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mariner Platform Solutions

2019 - 2022 (3 years)

Adviceperiod, LLC

2018 - 2019 (1 year)

Strategicpoint Investment Advisors

2013 - 2013 (< 1 year)

Strategicpoint Investment Advisors

2013 - 2018 (5 years)

Strategicpoint Investment Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Megan Logee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Platform Solutions

Chadwick Canine
Wimberley, TX
Megan Logee
East Greenwich, RI
Branch Lawson
Athens, GA
Madison Trout
Warrenton, VA
Kristen Caseley
Brookline, MA
Richard Hansen
Calabasas, CA
Ian Murray
Ramsey, NJ
Alfred Cantilina
New York, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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