Logan Allison Mitchell

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2018 → 04/2018
  Mustard Seed International Charities
  Kingston
• 06/2017 → 08/2017
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 05/2019 → 07/2019
  Morgan Stanley Smith Barney Llc
  Houston, TX
• 08/2016 → 04/2017
  Howard University
  Washington, DC
• 08/2017 → 01/2018
  Howard University
  Washington, DC
• 07/2018 → 12/2018
  Howard University
  Washington, DC
• 01/2019 → 04/2019
  Self Employed
  Bristow, OK
• 08/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY
• 07/2019 → Present
  Morgan Stanley Smith Barney Llc
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-06-28

Other Names

• Logan A Mitchell