Unclaimed Profile

Leonard Paul Metkowski

LOGAN CAPITAL MANAGEMENT, INC.·NEWTOWN SQUARE, Pennsylvania

Series 65Clean record10 years registeredLOGAN CAPITAL MANAGEMENT, INC.

3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 5652170Firm CRD# 108893

Profile Verification

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

Identity

Leonard Paul Metkowski · NEWTOWN SQUARE, PA

Registration

CRD #5652170 · LOGAN CAPITAL MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LOGAN CAPITAL MANAGEMENT, INC.

LOGAN CAPITAL MANAGEMENT, INC.

May 2016 – Feb 2019

ARDMORE, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 25, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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 Leonard Paul Metkowski offer?

Leonard Paul Metkowski specializes in Financial Planning, Investment Management, Wealth Management.

What are Leonard Paul Metkowski's credentials?

Leonard Paul Metkowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Leonard Paul Metkowski located?

Leonard Paul Metkowski is based in NEWTOWN SQUARE, Pennsylvania, last registered with LOGAN CAPITAL MANAGEMENT, INC..

How does Leonard Paul Metkowski charge for services?

Leonard Paul Metkowski'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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