Logan Michael Harclerode
Investment adviser representative at Truist Advisory Services, Inc.
9 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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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
9 years in the industry.
- Truist Advisory Services, Inc.Dec 2023 to now
- Truist Investment Services, Inc.Oct 2023 to now
- United States Marine CorpsAug 2018 to now
- Charles Schwab & Co., Inc.Aug 2022 to Sep 2023
- Cypress Vine ConstructionSep 2021 to May 2022
- Seminole State CollegeAug 2019 to Sep 2021
- Tires PlusApr 2019 to Aug 2019
- UnemployedJul 2018 to Mar 2019
- Firehouse SubsAug 2017 to Aug 2018
- Hagerty High SchoolAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7582496
- Firm CRD
- 283390