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GL

Glenn Stuart Logan

SLB ADVISORS
BELMONT, MA
·CRD# 1385376·23 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

23 years in the financial services industry

Current & Past Employments

SLB ADVISORS, LLC·CRD# 322809
RIA
69 Trapelo Road, Belmont, MA 02478-4448
April 27, 2023 - Present
BRIGGS ADVISORY GROUP, INC.·CRD# 291947
RIA
Boston, MA
March 26, 2018 - October 28, 2022
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Boston, MA
January 22, 2003 - June 12, 2018
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Boston, MA
December 18, 2002 - June 12, 2018

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Current Firm

SA
SLB ADVISORS, LLC

SLB ADVISORS, LLC

CRD#: 322809
Massachusetts
Registered Investment Advisory firm - Massachusetts (4/27/2023 Approved)

Contact Information

Main Address

69 Trapelo Road, Belmont, MA 02478-4448

Phone Number

(617) 451-8700

# of Employees

3

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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

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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.
IAR
Massachusetts
(4/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2003About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Jun 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2002About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Glenn Stuart Logan's CRS (Customer Relationship Summary).

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