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Merton Wayne Breisch

Logan Capital Management, Inc.

Newtown Square, PA

CRD 2684935

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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 2019-03-26
  • PA RA
    APPROVED
    Since 2019-03-26

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
Manulife Investment Management Berwyn PA 09/2000 02/2019
Logan Capital Management, Inc. Newtown Square PA 02/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-12-07
S63 Uniform Securities Agent State Law Examination 1995-11-29
  • S65 Uniform Investment Adviser Law Examination
    1995-12-07
  • S63 Uniform Securities Agent State Law Examination
    1995-11-29
Designations
  • Chartered Financial Analyst
Other Names
  • Wayne Breisch
  • Wayne M Breich
  • Chip Breisch
  • Wayne M Breisch

View on SEC IAPD

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