Logan
Smith

Newedge Advisors

CRD#6737930
Investment Advisor
in Saint Simons Island, GA

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About this Advisor

Logan Smith is a financial advisor based in Saint Simons Island, Georgia, working with Newedge Advisors. Logan has previously worked at American United Life, Oneamerica Securities, Inc, Freedom Electronics, Oneatlanta Wealth Advisors, Mml Investors Services, LLC, Mass Mutual Life Insurance Co, and Newedge Advisors, LLC. Logan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Georgia. Logan is currently part of Newedge Advisors, which operates out of Saint Simons Island, Georgia. The firm has 99 offices and 768 employees. Newedge Advisors manages $27.4 billion in assets and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting, selection of other advisers, and educational seminars. The fee structures at Newedge Advisors include asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20 Market Street Suite 106
Saint Simons Island, GA 31522

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Newedge Advisors Brokerage Details

Total Assets Under Management

$27,379,149,905

GA Average: $486,181,852
Total Number of Employees

768

GA Average: 13
Total Number of Accounts

82,407

GA Average: 722
Average Account Size

$332,243

GA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Logan Smith Work History

2024 - Present (1 year)

Newedge Advisors, LLC

2019 - 2024 (5 years)

Mml Investors Services, LLC

2019 - 2024 (5 years)

Mass Mutual Life Insurance Co

2016 - 2019 (3 years)

American United Life

2016 - 2019 (3 years)

Oneamerica Securities, Inc

2016 - 2019 (3 years)

Oneatlanta Wealth Advisors

2006 - 2016 (10 years)

Freedom Electronics

Disclosures

Please visit the SEC profile of Logan Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Newedge Advisors

Michael Allison
New Orleans, LA
Shawn Ewasyshyn
Troy, MI
Steven Darden
Shreveport, LA
Robert Waite
Charlotte, NC
Robert Harris
Roswell, GA
Lesley Degenhart
New Orleans, LA
Tristen Louviere
New Iberia, LA
Anthony Baruffi
Bellevue, WA

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