Julie Denten Kelly

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

• 11/2009 → Present
  Logan Capital Management, Llc
  Ardmore, PA

Previous Registrations

• 2008-06-02 → 2009-11-20
  Corestates Capital Advisors, Llc
  Newtown, PA
• 2007-07-02 → 2008-06-10
  Bny Mellon Securities Corporation
  Philadelphia, PA
• 2003-03-11 → 2007-07-02
  Mbsc, Llc
  Philadelphia, PA
  Philadelphia, PA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2003-02-27