William Thomas Fitzpatrick
Investment adviser representative at Logan Capital Management, Inc.
15 yearsExperience
1 stateRegistered in
CFADesignation
$3.1BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Logan Capital Management, Inc.Sep 2019 to now
- Not ApplicableFeb 2019 to Sep 2019
- ManulifeFeb 2011 to Jan 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Logan Capital Management, Inc.
$3.1BAssets managed
1,897Clients
15Advisers
32 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
- 7176855
- Firm CRD
- 108893