Unclaimed Profile

Dana Haines Stewardson

LOGAN CAPITAL MANAGEMENT, INC.·NEWTOWN SQUARE, Pennsylvania

SIE, Series 7, Series 63, Series 6532 years registeredLOGAN CAPITAL MANAGEMENT, INC.

3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 1340176Firm CRD# 108893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dana Haines Stewardson · NEWTOWN SQUARE, PA

Registration

CRD #1340176 · LOGAN CAPITAL MANAGEMENT, INC. · 32 years registered

Brand Profile

Not yet started

Career History

LOGAN CAPITAL MANAGEMENT, INC.

Feb 1994 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · February 10, 1994

Years registered · 32

Disclosure History

2003Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LOGAN CAPITAL MANAGEMENT, INC.

CRD 108893 · SEC 801-45536

AUM

$2.5B

Regulatory assets under management

Employees

1,730 client accounts

Services offered by LOGAN CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at LOGAN CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Dana Haines Stewardson offer?

Dana Haines Stewardson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Dana Haines Stewardson's credentials?

Dana Haines Stewardson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dana Haines Stewardson located?

Dana Haines Stewardson is based in NEWTOWN SQUARE, Pennsylvania, working with LOGAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.

How does Dana Haines Stewardson charge for services?

Dana Haines Stewardson's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOGAN CAPITAL MANAGEMENT, INC.?

LOGAN CAPITAL MANAGEMENT, INC. has approximately 35 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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