Kevin Logan
Investment adviser representative at PNC Wealth Management
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30.3BFirm assets
Are you Kevin Logan? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- PNC Wealth Management LLCSep 2024 to now
- PNC Investments LLCSep 2024 to now
- Capital AnalystsAug 2023 to Aug 2024
- Lincoln InvestmentAug 2023 to Aug 2024
- UnemployedNov 2021 to Aug 2023
- Hartford Funds Distributors, LLCSep 2018 to Nov 2021
- Hartford Funds Management Company, LLCSep 2018 to Nov 2021
- UnemployedFeb 2018 to Sep 2018
- Financial Engines Advisors L.L.C.Nov 2016 to Jan 2018
- Tmfs Advisors, LLCMar 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
PNC Wealth Management
$30.3BAssets managed
164,105Clients
1,167Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3089827
- Firm CRD
- 129052