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Stephen Subers Lee

LOGAN CAPITAL MANAGEMENT, INC.·NEWTOWN SQUARE, Pennsylvania
Unclaimed Profile
3843 WEST CHESTER PIKE, NEWTOWN SQUARE, PA 19073CRD# 2154460Firm CRD# 108893
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About

Stephen Subers Lee is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with LOGAN CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
LOGAN CAPITAL MANAGEMENT, INC.
LOGAN CAPITAL MANAGEMENT, INC.
AUM
$2.5B
Regulatory assets under management
Employees
35
Total firm employees
View all advisors at LOGAN CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2154460
Firm CRD# 108893
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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