William T. Fitzpatrick

LOGAN CAPITAL MANAGEMENT

NEWTOWN SQUARE, PA 19073

Some features on this profile are disabled

CRD#: 7176855

Professional summary

William Thomas Fitzpatrick, who also goes by Bill Fitzpatrick, is a registered financial advisor currently at LOGAN CAPITAL MANAGEMENT, INC. located in Newtown Square, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. William has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Fitzpatrick

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 William Thomas Fitzpatrick'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

October 11, 2019 - Present

LOGAN CAPITAL MANAGEMENT, INC.

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

RIA

CRD#: 108893

NEWTOWN SQUARE, PA

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

Pennsylvania
(10/11/2019)

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

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Jeffrey Kropp

OSAIC WEALTH, INC.

IAR

Chadds Ford, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

William T. Fitzpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Fitzpatrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOGAN CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

LOGAN CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

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

Similar Advisors