Mary E. Fugler

LOGAN CAPITAL MANAGEMENT

NEWTOWN SQUARE, PA 19073

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CRD#: 2934934

Professional summary

Mary Elizabeth Fugler, who also goes by Mary E Fugler, is a registered financial advisor currently at LOGAN CAPITAL MANAGEMENT, INC. located in Newtown Square, Pennsylvania.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mary has worked at 13 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary E Fugler

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.

Florida Real Estate Sales Associate; 5 hours per month (only on weekends), 0 hours per month during week Fox Real Estate; Non Investment-Related; Jupiter, FL 11/2021 Duties are buy and sell property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Fugler'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

February 16, 2024 - Present

LOGAN CAPITAL MANAGEMENT, INC.

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

RIA

CRD#: 108893

NEWTOWN SQUARE, PA

Past

May 16, 2022 - January 11, 2023

BARRAMUNDI CAPITAL LLC

CRD#: 316044

Boca Raton, FL

Past

March 23, 2021 - April 8, 2022

WASHINGTON PEAK INVESTMENT ADVISORS LLC

RIA

CRD#: 289052

Boynton Beach, FL

Past

June 19, 2017 - December 5, 2018

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

San Diego, CA

Past

June 19, 2017 - March 29, 2022

ANDES CAPITAL GROUP, LLC

CRD#: 139212

CHICAGO, IL

Past

July 8, 2014 - June 30, 2015

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

RIA

CRD#: 120420

BOCA RATON, FL

Past

June 10, 2014 - June 30, 2015

MANAGED ACCOUNT SERVICES, LLC

CRD#: 133803

BOCA RATON, FL

Past

July 26, 2013 - October 10, 2013

SUNSTREET SECURITIES, LLC

RIA

CRD#: 143211

AVONDALE, AZ

Past

July 17, 2013 - October 10, 2013

SUNSTREET SECURITIES, LLC

CRD#: 143211

AVONDALE, AZ

Past

May 17, 2011 - July 18, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PALM BEACH, FL

Past

July 16, 2010 - July 18, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PALM BEACH, FL

Past

June 25, 2008 - April 27, 2009

WELCOME LIFE SECURITIES, LLC

CRD#: 142281

BOCA RATON, FL

Past

March 2, 2004 - August 15, 2006

ARK SECURITIES CO., INC.

CRD#: 28314

NEW YORK, NY

Past

February 21, 2001 - April 9, 2003

LAZARD FRERES & CO. LLC

CRD#: 2528

NEW YORK, NY

Past

November 29, 2000 - February 7, 2001

COWEN EXECUTION SERVICES LLC

CRD#: 35693

NEW YORK, NY

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

Florida
(2/16/2024)

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 66

Date: 5/11/2011

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/3/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/4/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 6/9/2016

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 11/28/1997

General Securities Representative 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

Mary E. Fugler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elizabeth Fugler's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARRAMUNDI CAPITAL LLC

WASHINGTON PEAK INVESTMENT ADVISORS LLC

ELEVAGE PARTNERS, LLC

ANDES CAPITAL GROUP, LLC

INDEPENDENT PORTFOLIO CONSULTANTS, INC.

MANAGED ACCOUNT SERVICES, LLC

SUNSTREET SECURITIES, LLC

SUNSTREET SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELCOME LIFE SECURITIES, LLC

ARK SECURITIES CO., INC.

LAZARD FRERES & CO. LLC

COWEN EXECUTION SERVICES LLC

Primary Firm SEC Registration

LOGAN CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2011

Series 65

Date: 8/3/1998

Series 63

Date: 5/4/1998

SIE

Date: 10/1/2018

Series 3

Date: 6/9/2016

Series 7

Date: 11/28/1997

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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