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Sarah Joy Menkes

Logan Capital Management, Inc.

Newtown Square, PA

CRD 3023227

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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:

Current Employers
Logan Capital Management, Inc.

3817 West Chester Pike, Newtown Square, PA 19073 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2019-07-22
  • PA RA
    APPROVED
    Since 2019-07-22

Branch Locations

3817 West Chester Pike, Newtown Square, PA 19073 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Funds, Inc. Boston MA 01/1998 01/2019
Manulife Asset Management Berwyn PA 10/1998 01/2019
Logan Capital Management Newtown Square PA 02/2019 Present
  • 01/1998 → 01/2019
    John Hancock Funds, Inc.
    Boston, MA
  • 10/1998 → 01/2019
    Manulife Asset Management
    Berwyn, PA
  • 02/2019 → Present
    Logan Capital Management
    Newtown Square, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-22
  • S65 Uniform Investment Adviser Law Examination
    2019-07-22
Other Names
  • Saraj Menkes Henry
  • Sarah J. Henry

View on SEC IAPD

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