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Logan Pearce Moulton

Waterloo Capital

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About Logan Pearce Moulton

Logan Moulton is a Registered Investment Advisor Representative with Waterloo Capital and Intelligent Wealth Solutions LLC. Logan holds the Series 7TO, Series 63, and SIE licenses. Logan is a Chartered Financial Analyst and has been in the financial services industry since 2019. Logan also provides portfolio management services for Waterloo Capital, L.P. clients that do not utilize the model portfolios offered by sub-advisory agreement with Intelligent Wealth Solutions LLC.

Firm Information

Logan Moulton is currently registered with Waterloo Capital. Waterloo Capital is an investment advisory firm located in Austin, Texas. The firm provides a range of services, including financial planning, pension consulting, and portfolio management. They specialize in serving high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm has approximately $1.3 billion in regulatory assets under management. Waterloo Capital is registered with the SEC and has a wrap fee program.
Waterloo Capital

2700 VIA FORTUNA

AUSTIN, TX 78746

$1.30B

Assets Under Management

Not reported

Total Clients

37

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Logan Moulton’s Registration & Firm History

GA

04/28/2024 - Present

Waterloo Capital (Sandy Springs GA)

TX

08/08/2019 - 10/14/2019

AXA ADVISORS, LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 04/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Logan Pearce Moulton.
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