Logan M. Dickey

INTELLIVEST WEALTH MANAGEMENT

Boiling Springs, SC 29316

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CRD#: 6895521

Professional summary

Logan Martin Dickey is a registered financial advisor currently at INTELLIVEST WEALTH MANAGEMENT located in Boiling Springs, South Carolina.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Logan has worked at 4 firms and has passed the Series 66, SIE 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 Logan Martin Dickey'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®

None

Experience

Current

May 21, 2020 - Present

INTELLIVEST WEALTH MANAGEMENT

Office #1: 3082 Old Furnace Road, Boiling Springs, SC 29316

RIA

CRD#: 307398

Boiling Springs, SC

Past

January 31, 2019 - February 19, 2020

THORNBURG INVESTMENT MANAGEMENT INC

RIA

CRD#: 106357

SANTA FE, NM

Past

January 30, 2019 - February 19, 2020

THORNBURG SECURITIES LLC

CRD#: 14857

SANTA FE, NM

Past

March 20, 2018 - January 10, 2019

EDWARD JONES

RIA

CRD#: 250

CARY, NC

Past

February 22, 2018 - January 10, 2019

EDWARD JONES

CRD#: 250

CARY, NC

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

Georgia
(9/15/2022)

IAR

Indiana
(5/13/2025)

IAR

North Carolina
(5/21/2020)

IAR

South Carolina
(5/26/2020)

IAR

Texas
(3/12/2025)

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: 3/16/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2018

General Securities Representative Examination

Current Firm

INTELLIVEST WEALTH MANAGEMENT

CRD#: 307398 / SEC#:

Georgia

Registered Investment Advisory firm - (7/27/2022 Approved)

Indiana

Registered Investment Advisory firm - (5/13/2025 Approved)

North Carolina

Registered Investment Advisory firm - (5/13/2020 Approved)

South Carolina

Registered Investment Advisory firm - (5/6/2020 Approved)

Texas

Registered Investment Advisory firm - (4/7/2021 Conditional Restricted)

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Contact information

Main Address

3082 Old Furnace Road, Boiling Springs, SC 29316

Mailing Address

Phone number

(864) 598-0000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	275
AUM (Assets Under Management)	$ 43,594,519

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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Logan M. Dickey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan Martin Dickey's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTELLIVEST WEALTH MANAGEMENT

THORNBURG INVESTMENT MANAGEMENT INC

THORNBURG SECURITIES LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 3/16/2018

SIE

Date: 10/1/2018

Series 7

Date: 2/22/2018

Current Firm

INTELLIVEST WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLIVEST WEALTH MANAGEMENT

TRUST BUT VERIFY

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