GL
Glenn S. Logan
SLB ADVISORS
Belmont, MA 02478-4448
Some features on this profile are disabled
CRD#: 1385376
GL
Professional summary
Glenn Stuart Logan is a registered financial advisor currently at SLB ADVISORS, LLC located in Belmont, Massachusetts.
Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Glenn has worked at 4 firms and has passed the Series 66, 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.
GORDON N. SANDERSON 2004 IRREVOCABLE TRUST POSITION: TRUSTEE NATURE: LIFE INSURANCE TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/07/2004 ADDRESS: Belmont MA , United States DESCRIPTION: Trustee services SLB REALTY TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/22/2001 ADDRESS: Belmont MA , United States DESCRIPTION: Trustee services WAITTS AVENUE REALTY TRUST POSITION: TRUSTEE NATURE: TRUST INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: ADDRESS: , Belmont MA, United States DESCRIPTION: Trustee services TOWN OF BELMONT BELMONT TOWN OFFICES ADDRESS: 455 CONCORD AVENUE BELMONT, MA 02478 NON-INVESTMENT RELATED NATURE: MUNICIPALITY POSITION: PERMANENT AUDIT COMMITTEE MEMBER START DATE: JANUARY 2017 TO PRESENT DEVOTES 1 HOUR PER MONTH TO THESE DUTIES WHICH INCLUDE ASSISTING THE SELECTMAN WITH SELECTION AND MONITORING OF AN AUDITOR, PARTICIPATING IN THE REVIEW AND DISCUSSION OF THE AUDITORS FINDINGS AND RECOMMENDING CHANGES OR ALTERATIONS IN ACCOUNTING PRACTICES AND PROCEDURES. NATURE OF BUSINESS: LIFE INSURANCE, DISABILITY, LONG-TERM CARE AND FIXED ANNUITIES, AGENT, START DATE 12/10/2002, DESCRIPTION OF DUTIES: INSURANCE PLANNING, ANALYSIS, IMPLEMENTATION AND REVIEW NUMBER OF HOURS DEVOTED PER MONTH: 0 NUMBER OF HOURS DEVOTED DURING SECURITIES TRADING HOURS: 0
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Stuart Logan'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
April 27, 2023 - Present
SLB ADVISORS, LLC
Office #1: 69 Trapelo Road, Belmont, MA 02478-4448RIA
CRD#: 322809
Belmont, MA
Past
March 26, 2018 - October 28, 2022
BRIGGS ADVISORY GROUP, INC.
RIA
CRD#: 291947
BOSTON, MA
Past
January 22, 2003 - June 12, 2018
1ST GLOBAL ADVISORS INC
RIA
CRD#: 111133
BOSTON, MA
Past
December 18, 2002 - June 12, 2018
1ST GLOBAL CAPITAL CORP.
BD
CRD#: 30349
BOSTON, MA
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
Massachusetts(4/27/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SA
SLB ADVISORS, LLC
SLB ADVISORS, LLC
CRD#: 322809 / SEC#:
Massachusetts
Registered Investment Advisory firm - (4/27/2023 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
69 Trapelo Road, Belmont, MA 02478-4448
Mailing Address
Phone number
(617) 451-8700
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
SLB ADVISORS, LLC
CRD#: 322809Belmont, MA 02478-4448TRUST BUT VERIFY
Monitor Glenn Logan
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
