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Matthew William Logan

Global Atlantic Distributors, LLC

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About Matthew William Logan

Matthew Logan is a financial professional with over 15 years of experience in the industry. He currently holds a Series 6, 7 and 63 license and is registered to provide securities and investment advisory services in several states. Matthew is dedicated to providing personalized investment advice and has worked with clients across various firms. He is currently employed with Global Atlantic Distributors, LLC.

Firm Information

Matthew Logan is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

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.

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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Matthew Logan’s Registration & Firm History

PA

12/01/2022 - Present

Global Atlantic Distributors, LLC (WAYNE PA)

PA

09/20/2021 - 10/06/2022

ARKADIOS CAPITAL (Phoenixville PA)

PA

11/27/2020 - 09/14/2021

CUSO FINANCIAL SERVICES, L.P. (Limerick PA)

PA

01/03/2018 - 04/01/2019

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

PA

03/29/2016 - 06/20/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KNG OF PRUSSIA PA)

PA

12/21/2015 - 03/17/2016

NYLIFE SECURITIES LLC (NEWTOWN SQUARE PA)

PA

05/06/2011 - 10/13/2015

VANGUARD MARKETING CORPORATION (MALVERN PA)

PA

06/27/2008 - 12/31/2010

H.D. VEST INVESTMENT SERVICES (MALVERN PA)

PA

08/16/2007 - 07/08/2008

MML INVESTORS SERVICES, INC. (HORSHAM PA)

PA

01/18/2007 - 07/13/2007

NYLIFE SECURITIES LLC (WAYNE PA)

PA

11/05/2004 - 09/11/2006

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 02/09/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/27/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Matthew William Logan. Review regulatory record here.
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