Logan Macgray (CRD# 6710066) is an Investment Advisor Representative working at Stonecrop Wealth Advisors, LLC in West Chester, PA and has over 6 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stonecrop Wealth Advisors, LLC | Chadds Ford, PA | Jan 2020 - Current | 4 |
| Compass Ion Advisors, LLC | Conshohocken, PA | Aug 2018 - Mar 2020 | 1 |
| Compass Ion Advisors, LLC | Conshohocken, PA | Sep 2016 - Aug 2018 | 1 |
| Access Group, Inc. | West Chester, PA | Mar 2015 - Sep 2016 | 1 |
| Schreiner Capital Management, Inc. | Exton, PA | Nov 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2018 |
- PA
-
Total Assets Under Management236MILLIONS
-
Total Number of Accounts772ACCOUNTS
-
Average Account Value$305,580
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
DE, FL, NC, NJ, PA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.