Logan K Simering
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Logan K Simering? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Truist Advisory Services, Inc.Oct 2025 to now
- Truist Investment Services,incOct 2025 to now
- T Rowe PriceOct 2023 to Oct 2025
- Massmutual Life Insurance Co.Aug 2021 to Oct 2023
- MML Investors ServicesAug 2021 to Oct 2023
- UnemployedJan 2021 to Jul 2021
- Tdameritrade Inc.Jun 2019 to Jan 2021
- Tdameritrade Investment Management LLCJun 2019 to Dec 2020
- T. Rowe Price Advisory Services Inc.Jul 2015 to May 2019
- T. Rowe PriceJul 2012 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 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
- 6343967
- Firm CRD
- 283390