Michelle Logue (CRD# 2169361) is an Investment Advisor Representative working at Bny Mellon Advisors, Inc. in Pennington, NJ and has over 31 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bny Mellon Capital Markets, LLC | New York, NY | Jan 2024 - Current | < 1 |
| Bny Mellon Advisors, Inc. | Pennington, NJ | Jun 2023 - Current | < 1 |
| Pershing LLC | West Chester, PA | Mar 2023 - Current | 1 |
| Pershing Advisor Solutions LLC | West Chester, PA | Mar 2023 - Current | 1 |
| Lockwood Advisors, Inc. | West Chester, PA | Mar 2023 - Jun 2023 | < 1 |
| Pershing Advisor Solutions LLC | Pennington, NJ | Jul 2020 - Mar 2023 | 2 |
| Pershing LLC | Pennington, NJ | Jul 2019 - Mar 2023 | 3 |
| Lockwood Advisors, Inc. | Pennington, NJ | Apr 2015 - Mar 2023 | 7 |
| Fs2 Capital Partners, LLC | Philadelphia, PA | Aug 2014 - Apr 2015 | < 1 |
| Pershing LLC | King Of Prussia, PA | Sep 2011 - Jul 2014 | 2 |
| Lockwood Advisors Inc. | King Of Prussia, PA | Sep 2004 - Jul 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1994 |
- NJ
- PA
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Total Assets Under Management19,690MILLIONS
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Total Number of Accounts103,756ACCOUNTS
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Average Account Value$189,769
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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)
- Other
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, VT, WA, WI, WV, WY
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