Merton W. Breisch
Professional summary
Merton Wayne Breisch III, who also goes by Wayne M Breich III, Chip Breisch, Wayne M Breisch III, Wayne Breisch, is a registered financial advisor currently at LOGAN CAPITAL MANAGEMENT, INC. located in Newtown Square, Pennsylvania.
Merton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Merton has worked at 2 firms and has passed the Series 65, Series 63 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Merton Wayne Breisch III's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 26, 2019 - Present
LOGAN CAPITAL MANAGEMENT, INC.
Office #1: 3817 West Chester Pike, Newtown Square, PA 19073November 20, 2000 - October 12, 2020
MANULIFE INVESTMENT MANAGEMENT (US) LLC
Primary Firm SEC Registration
LOGAN CAPITAL MANAGEMENT, INC.
CRD#: 108893 / SEC#: 801-45536
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/26/2019)
Exams
Series 2
Date: 11/8/1995
Non-Member General Securities ExaminationCurrent Firm
LOGAN CAPITAL MANAGEMENT, INC.
CRD#: 108893 / SEC#: 801-45536
Contact information
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
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.
