Morgan Stanley
47yrs
Top advisor by experience in Jacksonville
5yrs
Logan Teate
Financial advisor at Strategic Advisers
Based in Jacksonville, Florida, Logan Teate is a fiduciary financial advisor with 5 years of industry experience. Logan has been with Strategic Advisers since 2025. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 2488 advisors with offices in Jacksonville, and one of 2407 fiduciaries.
At a glance
Experience5 years (since 2022)
How that compares ?5 years in the industry
Office4601 Touchton Rd East, Building 400, Jacksonville, FL 32246
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2025 – nowStrategic Advisers LLCCurrent firm
Questions to ask Logan
Tailored to Logan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Logan
How do I contact Logan?
Call Strategic Advisers at 617-563-7000 and ask for Logan Teate. Logan works from the Jacksonville, FL office.
How long has Logan been a financial advisor?
Logan has been in the industry since 2022, about 5 years. 5 years in the industry.
What licenses does Logan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Logan a fiduciary?
Logan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Logan paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Logan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Riverplace Capital Management
47yrs
Top 1% by experience in Jacksonville
Raymond James & Associates
47yrs
Top 1% by experience in Jacksonville
LPL Financial
46yrs
Top 1% by experience in Jacksonville
Arkadios Wealth Advisors
45yrs
Top 1% by experience in Jacksonville
Morgan Stanley
44yrs
Top 1% by experience in Jacksonville