Logan M Guthrie
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Bank of America, N.A.Apr 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2024 to now
- LPL Financial Llc/ Trinitas Planning GroupAug 2023 to Dec 2023
- Redbrick Tap and BarrelJan 2023 to Aug 2023
- Alpena Golf ClubApr 2022 to Jun 2022
- Jj's Steak and PizzaMay 2019 to Jun 2019
- Central Michigan UniversityJan 2019 to Dec 2022
- Art VanMay 2018 to Jan 2019
- Bay Athletic Club, LLCJun 2017 to Oct 2018
- Thunder Bay Tree ServiceApr 2017 to Apr 2018
- Alpena High SchoolAug 2015 to Jan 2019
- The MarketplaceApr 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 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
- 7795033
- Firm CRD
- 7691