Logan Shuping is a CFP-designated registered investment advisor, based in Charlotte, NC, with 4 years of industry experience.
Location
1030 Admiral Nelson Ct, Charlotte, NC, 28262
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vanguard Marketing Corporation
January 2026 - Present · 4 mos
Vanguard Advisers, INC.
January 2026 - Present · 4 mos
Vanguard Marketing CorporationBroker
January 2026 - Present · 4 mos
Previous Registrations
Vanguard Marketing CorporationBroker
March 2021 - July 2025 · 4 yrs 4 mos
Equitable Advisors, LLC
January 2021 - March 2021 · 2 mos
Equitable Advisors, LLCBroker
October 2020 - March 2021 · 5 mos
State Registrations3 states
NCSCTX
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.