David J. Logan

MILL CREEK CAPITAL ADVISORS

Conshohocken, PA 19428

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CRD#: 3046639

Professional summary

David James Logan is a registered financial advisor currently at MILL CREEK CAPITAL ADVISORS, LLC located in Conshohocken, Pennsylvania.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. David has worked at 4 firms and has passed the Series 66 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Logan'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

March 19, 2010 - Present

MILL CREEK CAPITAL ADVISORS, LLC

Office #1: 161 Washington Street Suite 1500, Conshohocken, PA 19428

RIA

CRD#: 141470

Conshohocken, PA

Past

August 3, 2006 - September 27, 2006

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

PHILADELPHIA, PA

Past

October 30, 2000 - June 2, 2009

HIRTLE, CALLAGHAN & CO., LLC

RIA

CRD#: 105403

WEST CONSHOHOCKEN, PA

Past

October 28, 1999 - September 6, 2000

NUVEEN SECURITIES, LLC

CRD#: 469

CHICAGO, IL

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".

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 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
(3/19/2010)

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: 5/18/1998

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/2/1998

General Securities Representative Examination

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

CRD#: 141470 / SEC#: 801-67173

RIA

Registered Investment Advisory firm - (9/19/2006 Approved)

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Contact information

Main Address

161 Washington Street Suite 1500, Conshohocken, PA 19428

Mailing Address

Phone number

(610) 941-7700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILL CREEK CAPITAL ADVISORS, LLC (4/1/2025)

Regulatory assets under management

Total Number of Accounts	2,260
AUM (Assets Under Management)	$ 9,169,595,643

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/30/2025	Cover Page	Report

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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David J. Logan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David James Logan's CRS (Customer Relationship Summary).

Certified licenses

Experience

MILL CREEK CAPITAL ADVISORS, LLC

LEHMAN BROTHERS INC.

HIRTLE, CALLAGHAN & CO., LLC

NUVEEN SECURITIES, LLC

Primary Firm SEC Registration

MILL CREEK CAPITAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/18/1998

Series 7

Date: 3/2/1998

Current Firm

MILL CREEK CAPITAL ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MILL CREEK CAPITAL ADVISORS, LLC

TRUST BUT VERIFY

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