Logan Edwards Green
Investment adviser representative at Point One Private Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Point One Private Wealth LLCOct 2026 to now
- The Mather Group, LLCDec 2021 to Oct 2026
- Eugenias Advisory GroupOct 2017 to Dec 2021
- AramarkMay 2015 to Oct 2017
- Western Kentucky UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TN).
Point One Private Wealth
Legal name: Point One Private Wealth LLC
$0Assets managed
0Clients
1Advisers
Under 1 yearIn 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
- 7176402
- Firm CRD
- 339679