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Joseph William Langella

Logan Capital Management, Inc.

Newtown Square, PA

CRD 2585658

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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 2015-07-20
  • PA RA
    APPROVED
    Since 2015-07-20

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
Glenmede Funds/Philadelphia Intl Advisors Philadelphia PA 04/2004 Present
Quasar Distributors, Llc Milwaukee WI 06/2004 Present
Logan Capital Management, Inc Newtown Square PA 04/2015 Present
  • 04/2004 → Present
    Glenmede Funds/Philadelphia Intl Advisors
    Philadelphia, PA
  • 06/2004 → Present
    Quasar Distributors, Llc
    Milwaukee, WI
  • 04/2015 → Present
    Newtown Square, PA
Previous Registrations
  • 2002-05-14 → 2003-12-02
    Boston, MA
  • 1997-11-07 → 2003-05-06
    Jurika & Voyles Lp
    North Wales, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-20
S63 Uniform Securities Agent State Law Examination 1995-05-12
  • S65 Uniform Investment Adviser Law Examination
    2015-07-20
  • S63 Uniform Securities Agent State Law Examination
    1995-05-12
Other Names
  • Joe Langella
  • Joseph William Langella
  • Joseph William Langella

View on SEC IAPD

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