Thomas Logue

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 10/2013 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
• 03/2022 → 10/2022
  Fidelity Investments
  Covington, KY
• 04/2021 → 03/2022
  Unemployed
  Unemployed, NJ
• 10/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manasquan, NJ
• 04/2022 → Present
  Lowe
  Princeton, NJ

Previous Registrations

• 2022-07-12 → 2022-10-12
  Fidelity Personal And Workplace Advisors
  Hamilton, NJ
• 2014-04-07 → 2021-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Princeton, NJ
• 2006-03-14 → 2011-09-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ

Exams

• S66 Uniform Combined State Law Examination
  2014-04-05
• S63 Uniform Securities Agent State Law Examination
  2000-10-27

Other Names

• Thomas M Logue
• Thomas Martin Logue
• Thomas Martin Logue
• Thomas Logue