Logan A. Murray
POCKET PROJECT
Philadelphia, PA
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CRD#: 6436032
Professional summary
Logan Alexander Murray, CFP® is a registered financial advisor currently at POCKET PROJECT located in Philadelphia, Pennsylvania.
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Logan has worked at 3 firms and has passed the Series 65 exam.
Biography
Hi! I’m Logan Murray, a financial planner and tax preparer for Pocket Project.
Professionally, I am a graduate of Widener University with a degree in financial planning and a minor in accounting. I began my career in financial planning in Philadelphia, PA. In the course of my career, I have received designations of Certified Financial Planner® (CFP®), Retirement Income Certified Professional® (RICP®) and have become an Enrolled Agent (EA) with the IRS. I also actively volunteer with a service called Volunteer Income Tax Assistance (VITA), which is a program administered by the IRS to prepare taxes for low-income individuals. The best part of my job is building relationships with my clients through financial and tax planning, and demonstrating how a little bit of planning can go a long way. One of the "Projects" in which this company was founded is to expand my efforts to give access and education of financial planning to those who need it..
Personally, beyond my love for financial planning and taxes, I spend my free time outdoors exploring Arizona and the surrounding states via backpacking, hiking, camping, and the like. The Superstition Mountains are my most frequented hikes, aside from the summer months when I go north to Payson or Flagstaff. I look forward to exploring more of the United States with my National Parks Pass. I actively participate in a book club and love spending time with my girlfriend and our cats..
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Debt Management
Budgeting
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Fixed Fee (Subscription, Retai...
Middle Income Client Needs
Millennials
Novice Investors
Tax Planning
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.
Logan is employed with Intuit Inc., it is not investment related, address is 2700 Coast Ave, Mountain View CA 94043, nature is tax return preparation, my position is TurboTax Live Expert, start date is 1/8/2021, I devote about 80 hours / month, about 80 hours / month during security trading hours, duties are providing tax advice and preparing returns for clients.
CRS (Client Relationship Summary) - RIA
Click below to view Logan Alexander Murray's 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®
CFP®
Start date: 2018
Experience
Current
September 23, 2020 - Present
POCKET PROJECT
RIA
CRD#: 310651
Philadelphia, PA
Past
October 29, 2019 - September 2, 2020
BRIGHTON JONES LLC
RIA
CRD#: 108601
Scottsdale, AZ
Past
June 10, 2016 - August 21, 2018
MYCIO WEALTH PARTNERS, LLC
RIA
CRD#: 134436
PHILADELPHIA, PA
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
Arizona(9/23/2020)
IAR
Pennsylvania(9/7/2022)
IAR
Texas(10/10/2022)
Current Firm
POCKET PROJECT
POCKET PROJECT | POCKET PROJECT LLC
CRD#: 310651 / SEC#:
Arizona
Registered Investment Advisory firm - (9/23/2020 Approved)Pennsylvania
Registered Investment Advisory firm - (9/7/2022 Approved)Texas
Registered Investment Advisory firm - (10/6/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Philadelphia, PA
Mailing Address
Phone number
(602) 935-4493
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 64 |
| AUM (Assets Under Management) | $ 2,169,331 |
Red Flags
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