Unclaimed Profile

Stephen Subers Lee

LOGAN CAPITAL MANAGEMENT, INC.·NEWTOWN SQUARE, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65Clean record32 years registeredLOGAN CAPITAL MANAGEMENT, INC.

3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 2154460Firm CRD# 108893

Profile Verification

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

Identity

Stephen Subers Lee · NEWTOWN SQUARE, PA

Registration

CRD #2154460 · 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 24

Series 63

Series 65

Registration record

First registered · February 10, 1994

Years registered · 32

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

Speak with Stephen

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Stephen is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in NEWTOWN SQUARE?

Browse all registered financial advisors in NEWTOWN SQUARE, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN SQUARE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Stephen Subers Lee offer?

Stephen Subers Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.

What are Stephen Subers Lee's credentials?

Stephen Subers Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stephen Subers Lee located?

Stephen Subers Lee 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 Stephen Subers Lee charge for services?

Stephen Subers Lee'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →