DS
Dana H. Stewardson
LOGAN CAPITAL MANAGEMENT
PHILADELPHIA, PA 19103
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CRD#: 1340176
DS
Professional summary
Dana Haines Stewardson is a registered financial advisor currently at LOGAN CAPITAL MANAGEMENT, INC. located in Philadelphia, Pennsylvania.
Dana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Dana has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DIRECTOR OF LOGAN CAPITAL...2)DIRECTOR OF GREEN TREE INSURANCE CO 3)NIC INVESTMENT RELATED SALES START 11/2011 MINIMAL TIME DEVOTED INSURANCE SALES & LIFE INSURANCE
4)THE WYCK ASSOCIATION, NON INVESTMENT RELATED, 6026 GERMANTOWN AVE PHILADELPHIA PA.HISTORIC HOUSE MUSEUM & GARDENS. BOARD MEMBER START 10/2002. TIME DEVOTED 5HRS/MTH. BOARD MEMBER OF NONPROFIT...5)LOGAN CAPITAL LARGE CAP GROWTH FUND.INVESTMENT RELATED.615 EAST MICHIGAN ST. MILWAUKEE, WI . REGISTERED INVESTMENT COMPANY. PORTFOLIO MGR & SPONSOR. START 6/2012.TIME DEVOTED 2.5 HRS/MTH.MEMBER OF THE INVESTMENT TEAM THAT MANAGES STRATEGY..6)THE HARRITON ASSOCIATION NONINVESTMENT RELATED 500 HARRITON RD.BRYN MAWR, PA.MUSEUM HISTORIC HOUSE AND GARDENS. MEMBER BOARD DIRECTORS. 10/2007.TIME DEVOTED 1HR/MTH.BOARD MEMBER NONPROFIT...7)LAS CASITAS ASSOCIATION INC AND CONDOMINIUM ASSOCIATION, NONINVESTMENT RELATED. 3 LITTLE CLUB RD GULF STREAM, FL 33483. OVERSIGHT OF CONDO ASSOCIATION.BOARD MEMBER. START 4/2012. TIME DEVOTED 1HR/MTH.ADVISE CONDO ASSOCIATION ON MATTERS OF OPERATIONS/MAINTENANCE AND REPAIRS...8)MERION CAPITAL INVESTMENT MGMT LP. INVESTMENT RELATED, BUSINESS IS AN INVESTMENT PARTNERSHIP.280 KING OF PRUSSIA RD RADNOR PA.ADVISORY BOARD MEMBER.EQUITY INVESTMENT IN ARBITRAGE OPPURTUNITIES.START 1/2011. TIME DEVOTED 1/2 HR PER MONTH.DUTIES INVOLVE ANSWERING QUESTIONS AND ADVISING ON GENERAL BUSINESS PRACTICES AND OPERATIONS OF THE PARTNERSHIP....9)MERION CAPITAL PARTNERS LP,INVESTMENT RELATED.INVESTMENT PARTNERSHIP, 280 KING OF PRUSSIA RD, RADNOR, PA. ADVISORY BOARD MEMBER. INVESTMENT IN LEGAL APPRAISAL RIGHTS POOLED INVESTMENT FUND.START 1/2011. TIME DEVOTED 1/2 HR PER MONTH.DUTIES-ANSWER QUESTIONS AND ADVISE ON GENERAL BUSINESS PRACTICES AND OPERATIONS OF THE PARTNERSHIP.
10) LOGAN CAPITAL LONG/SHORT FUND, INVESTMENT RELATED.615 EAST MICHIGAN ST. MILWAUKEE, WI . REGISTERED INVESTMENT COMPANY. PORTFOLIO MGR & SPONSOR. START 9/2012.TIME DEVOTED 2.5 HRS/MTH.MEMBER OF THE INVESTMENT TEAM THAT MANAGES STRATEGY.
CRS (Client Relationship Summary) - RIA
Click below to view Dana Haines Stewardson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 10, 1994 - Present
LOGAN CAPITAL MANAGEMENT, INC.
Office #1: 1650 Market Street, Suite 5200 One Liberty Place, Philadelphia, PA 19103RIA
CRD#: 108893
PHILADELPHIA, PA
Past
December 18, 2012 - October 2, 2017
NATIONAL SECURITIES CORPORATION
BD
CRD#: 7569
ARDMORE, PA
Past
January 1, 2002 - December 18, 2012
VFINANCE INVESTMENTS, INC
BD
CRD#: 44962
ARDMORE, PA
Past
February 14, 1995 - January 1, 2002
FIRST COLONIAL SECURITIES
BD
CRD#: 25121
BOCA RATON, FL
Past
January 5, 1993 - February 9, 1995
MERCER SECURITIES, LTD.
BD
CRD#: 30903
Past
December 9, 1991 - December 31, 1992
EDWARD C. RORER & CO., INC.
BD
CRD#: 7701
PHILADELPHIA, PA
Past
February 7, 1990 - January 7, 1992
THE PENNSYLVANIA GROUP, INCORPORATED
BD
CRD#: 5402
VERO BEACH, FL
Past
March 19, 1987 - February 1, 1990
INVESTEC INC.
BD
CRD#: 18553
NEW YORK, NY
Past
February 21, 1985 - March 5, 1987
KIDDER, PEABODY & CO. INCORPORATED
BD
CRD#: 7613
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LC
LOGAN CAPITAL MANAGEMENT, INC.
LOGAN CAPITAL | LOGAN CAPITAL MANAGEMENT, INC. | LOGAN CAPITAL MANAGEMENT INC
CRD#: 108893 / SEC#: 801-45536
RIA
Registered Investment Advisory firm - (1/4/1994 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(2/10/1994)
IAR
Texas(6/9/1997)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LC
LOGAN CAPITAL MANAGEMENT, INC.
LOGAN CAPITAL | LOGAN CAPITAL MANAGEMENT, INC. | LOGAN CAPITAL MANAGEMENT INC
CRD#: 108893 / SEC#: 801-45536
RIA
Registered Investment Advisory firm - (1/4/1994 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3817 West Chester Pike, Newtown Square, PA 19073
Mailing Address
Phone number
(215) 569-1100
Established
Firm type
Fiscal year end
# of Employees
34
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,703 |
| AUM (Assets Under Management) | $ 2,730,663,627 |
Red Flags
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