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Thomas Logue

21 Years of Experience
Doylestown, PA
1 DisclosureBroker

Thomas Logue is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Doylestown, PA, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

600 Hyde Park, Doylestown, PA, 18902

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History

Regulatory History (1)
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Judgment / Lien
May 2025
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2022 - Present · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2022 - October 2022 · 3 mos
Fidelity Brokerage Services LLCBroker
June 2022 - October 2022 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - April 2021 · 7 yrs 5 mos
E*trade Clearing LLCBroker
October 2011 - September 2013 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - September 2011 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - September 2011 · 5 yrs 10 mos
Vanguard Marketing CorporationBroker
October 2000 - September 2003 · 2 yrs 11 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Thomas Logue - Financial Advisor | TrueAdvisor