Mary Elizabeth Fugler

Employer firm

Logan Capital Management, Inc. CRD 108893

$3.10B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 06/2017
  Euro Financial Network
  Perdido Key, FL
• 06/2017 → 09/2020
  Creighton Hill Realty
  Boynton Beach, FL
• 06/2017 → 03/2022
  Andes Capital Group, Llc
  Chicago, IL
• 06/2017 → 12/2018
  Elevage Partners
  Napa, CA
• 11/2020 → 03/2022
  Washington Peak Investment Advisors Llc
  Silver Bay, NY
• 06/2017 → 12/2018
  Colony Hills Capital
  Wilbraham, MA
• 10/2020 → 03/2022
  Miami Prime Properties
  Miami, FL
• 03/2022 → 03/2023
  Parker Street Securities Llc
  Boca Raton, FL
• 01/2024 → Present
  Logan Capital
  Newton Square, PA
• 04/2023 → 12/2023
  Independent Consulting
  West Palm Beach, FL

Previous Registrations

• 2021-03-23 → 2022-04-08
  Washington Peak Investment Advisors Llc
  Boynton Beach, FL
• 2017-06-19 → 2018-12-05
  Elevage Partners, Llc
  San Diego, CA
• 2014-07-08 → 2015-06-30
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
• 2013-07-26 → 2013-10-10
  Sunstreet Securities, Llc
  Avondale, AZ
  Avondale, AZ
• 2011-05-17 → 2011-07-18
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palm Beach, FL

Other Businesses

Florida Real Estate Sales Associate; 5 hours per month (only on weekends), 0 hours per month during week Fox Real Estate; Non Investment-Related; Jupiter, FL 11/2021 Duties are buy and sell property.

Exams

• S66 Uniform Combined State Law Examination
  2011-05-11
• S65 Uniform Investment Adviser Law Examination
  1998-08-03
• S63 Uniform Securities Agent State Law Examination
  1998-05-04

Other Names

• Mary Elizabeth Fugler
• Mary E Fugler