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Julie Denten Kelly

Logan Capital Management, Inc.

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About Julie Denten Kelly

Julie Denten Kelly is an investment advisor representative who is currently registered with Logan Capital Management, Inc. Julie has over 15 years of experience in the financial services industry. Julie has held previous positions with MBSC Securities Corporation and MBSC, LLC. Julie is licensed in Pennsylvania and Illinois. Julie specializes in Portfolio Management for Individuals, Businesses, and Investment Companies, as well as Financial Planning.

Firm Information

Julie Kelly is currently registered with Logan Capital Management, Inc.. Logan Capital Management, Inc. is an investment advisor headquartered in Newtown Square, Pennsylvania. The firm manages a total of $2,459,101,392 in regulatory assets under management for a diverse client base including individuals, high-net-worth individuals, corporations, partnerships, trusts, pension and profit-sharing plans, charitable organizations, insurance companies, and investment companies. The firm provides portfolio management, financial planning, and publication of periodicals, and also selects other advisers for clients. Logan Capital Management, Inc. participates in wrap fee programs.
Logan Capital Management, Inc.

3843 WEST CHESTER PIKE

NEWTOWN SQUARE, PA 19073

$2.46B

Assets Under Management

14

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Julie Kelly’s Registration & Firm History

PA

09/01/2010 - Present

Logan Capital Management, Inc. (NEWTOWN SQUARE PA)

PA

07/02/2007 - 06/10/2008

MBSC SECURITIES CORPORATION (PHILADELPHIA PA)

PA

01/17/2003 - 07/02/2007

MBSC, LLC (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 02/27/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/16/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Denten Kelly.
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