Adam Logan
Adam Logan is a registered investment advisor at Cetera Investment Advisers LLC, based in Sewickley, PA, with 4 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2200 Georgetown Drive, Suite 200, Sewickley, PA, 15143
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Adam works as an Associate Financial Advisor at Kratsas Wealth Management and as a Consultant at Mercadante & Company, PC, spending about half his time and about a quarter of his time respectively. He also works as an Insurance Agent for Avantax Insurance, dedicating a few hours per week to selling various insurance products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
State Registrations1 state
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