Logan B Penton
Investment adviser representative at Morgan Stanley
11 yearsExperience
2 statesRegistered in
$2TFirm assets
17 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 feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Morgan StanleyApr 2025 to now
- UnemployedSep 2024 to Apr 2025
- Blades of GrassJun 2024 to Aug 2024
- UnemployedSep 2023 to Dec 2023
- Northwestern MutualMay 2023 to Sep 2023
- John Carroll UniversityJan 2022 to Dec 2024
- Swenson'sJan 2022 to Sep 2023
- UnemployedNov 2021 to Jan 2022
- Oakland UniversitySep 2020 to Dec 2021
- Blades of GrassApr 2020 to Oct 2021
- Full Time StudentAug 2019 to Jul 2020
- Vermilion City PoolJun 2017 to Aug 2019
- UnemployedApr 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Morgan Stanley
Legal name: Morgan Stanley Smith Barney LLC
$2TAssets managed
2,703,720Clients
23,165Advisers
17 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
- 7746601
- Firm CRD
- 149777