Logan Alexander Murray
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Tax Planning
- Investment Management
- Cashflow & Budgeting
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
POCKET PROJECT | POCKET PROJECT LLC
Contact Information
Main Address
Philadelphia, PAPhone Number
(602) 935-4493# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
101AUM (Assets Under Management)
$6,843,748Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(9/23/2020)
(9/7/2022)
(10/10/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Logan Alexander Murray's CRS (Customer Relationship Summary).
Services Offered by Logan
- Financial Planning
- Tax Planning
- Investment Management
- Cashflow & Budgeting
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