East Greenwich, RI Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$7,051,690,186
ClientsTotal clients
4,261
AdvisorsAdvisors at this office
3
Of 120 advisors across 74 offices
Location
650 Main St.
East Greenwich RI 02818
Advisors at this office
3
Advisors at this office
Christine C
ChFC®, Series 65
East Greenwich, RI
Mariner Independent
Christine Canapari is a financial advisor at Mariner Independent with 21 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior work includes roles at Strategic Point Investment Advisors, LLC and AdvicePeriod, LLC. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, model portfolios, and access to third-party managers, supported by institutional and retirement plan resources and affiliated investment relationships.
Megan L
ChFC®, Series 65
East Greenwich, RI
Mariner Independent
Megan Logee is a financial advisor at Mariner Independent with 12 years of industry experience. She holds the ChFC® designation and Series 65 license. Her prior roles include positions at AdvicePeriod, LLC and Strategicpoint Investment Advisors. Outside of her advisory work, she is the owner of RM Wealth Management, a non-investment-related business. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional resources and third-party sub-advisors.
Daniel L
CFP®, Series 66
East Greenwich, RI
Mariner Independent
Daniel Legault is a CFP® with 23 years of industry experience, currently with Mariner Independent. His prior roles include positions at AdvicePeriod, LLC, Kolb Wealth Management, LLC, and Strategicpoint Investment Advisors. He also founded 1661 Wealth Management, an income-generating business started in 2022. Mariner Independent serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities through a network of 119 investment adviser representatives. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.
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