Joseph W. Langella

LOGAN CAPITAL MANAGEMENT

NEWTOWN SQUARE, PA 19073

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CRD#: 2585658

Professional summary

Joseph William Langella JR., who also goes by Joe Langella, Joseph William Langella Jr, Joseph William Langella, is a registered financial advisor currently at LOGAN CAPITAL MANAGEMENT, INC. located in Newtown Square, Pennsylvania.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Joseph has worked at 6 firms and has passed the Series 65, Series 63, Series 6 and Series 2 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joe Langella | Joseph William Langella Jr | Joseph William Langella

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph William Langella JR.'s CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 20, 2015 - Present

LOGAN CAPITAL MANAGEMENT, INC.

Office #1: 3817 West Chester Pike, Newtown Square, PA 19073

RIA

CRD#: 108893

NEWTOWN SQUARE, PA

Past

July 6, 2004 - December 7, 2006

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

May 14, 2002 - December 2, 2003

NATIXIS ADVISORS, LLC

RIA

CRD#: 106800

BOSTON, MA

Past

January 2, 2002 - October 15, 2003

NATIXIS DISTRIBUTION, LLC

CRD#: 34754

BOSTON, MA

Past

October 4, 2001 - December 6, 2001

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

November 7, 1997 - May 6, 2003

JURIKA & VOYLES LP

RIA

CRD#: 106728

NORTH WALES, PA

Past

September 12, 1996 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

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".

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
(7/20/2015)

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

State Security Law Exam

IAR

Series 65

Date: 7/20/2015

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/12/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/13/1995

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 2

Date: 3/31/1995

Non-Member General Securities Examination

Current Firm

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)

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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

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LOGAN CAPITAL ADV PART 2A_3.25.2025 (4/17/2025)

Regulatory assets under management

Total Number of Accounts	1,703
AUM (Assets Under Management)	$ 2,730,663,627

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.

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Advisor Monitoring

Firm Stability Insights

Joseph W. Langella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph William Langella JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

QUASAR DISTRIBUTORS, LLC

NATIXIS ADVISORS, LLC

NATIXIS DISTRIBUTION, LLC

QUASAR DISTRIBUTORS, LLC

JURIKA & VOYLES LP

FIRST FUND DISTRIBUTORS, INC.

Primary Firm SEC Registration

LOGAN CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/20/2015

Series 63

Date: 5/12/1995

Series 6

Date: 6/13/1995

Series 2

Date: 3/31/1995

Current Firm

LOGAN CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LOGAN CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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