David Logan, financial advisor Conshohocken PA

David Logan

CRD Number: 3046639
Current Firm: Mill Creek Capital Advisors, LLC

David Logan (CRD# 3046639) is an Investment Advisor Representative working at Mill Creek Capital Advisors, LLC in Conshohocken, PA and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mill Creek Capital Advisors, LLC Conshohocken, PA Sep 2006 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 1998
Contact Info for David J. Logan
Phone Number: 610-941-7700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,876
    MILLIONS
  • Total Number of Accounts
    385
    ACCOUNTS
  • Average Account Value
    $20,458,073
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CT, DC, DE, FL, GA, MA, MD, NJ, NY, OH, PA, TX, VT

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