Logan Reed, financial advisor New Haven CT

Logan Reed

CRD Number: 5354145
Current Firm: Janney Montgomery Scott LLC

Logan Reed (CRD# 5354145) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in New Haven, CT and has over 11 years of experience in the finance industry. Logan Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Janney Montgomery Scott, LLC New Haven, CT Oct 2013 - Current 7
Bank Of America, N.a. New Haven, CT Mar 2013 - Oct 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Haven, CT Dec 2012 - Oct 2013 < 1
Prudential Annuities Distributors Shelton, CT Nov 2007 - Dec 2012 5
The Prudential Insurance Company Of America Shelton, CT Oct 2007 - Dec 2012 5
American Skandia Marketing, Inc. Shelton, CT Oct 2007 - Nov 2007 < 1
Providence College Providence, RI Aug 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S65 NASAA Investment Advisors Law Examination Jan 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Logan J. Reed
Phone Number: 215-665-6000
Registered State(s):
  • CA
  • CT
  • DC
  • NJ
  • NC
  • TX
  • AZ
  • CO
  • DE
  • FL
  • GA
  • ME
  • MD
  • MA
  • MI
  • NV
  • NH
  • NY
  • NM
  • OH
  • OR
  • PA
  • PR
  • RI
  • SC
  • VT
  • VI
  • VA
  • WA
  • UT
By the Numbers
  • Total Assets Under Management
    50,316
    MILLIONS
  • Total Number of Accounts
    149,817
    ACCOUNTS
  • Average Account Value
    $335,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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