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Adam R. Logan
CETERA INVESTMENT ADVISERS LLC
SEWICKLEY, PA 15143
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CRD#: 7300767
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Professional summary
Adam Richard Logan is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Sewickley, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Sewickley, Pennsylvania.
Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Adam has worked at 5 firms and has passed the Series 65, Series 63, Series 6TO and SIE 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.
1) KRATSAS WEALTH MANAGEMENT POSITION: Associate Financial Advisor NATURE: This is the entity through which I provide Avantax Wealth Management services. I provide advice, as well as investment guidance and products to clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 70 SECURITIES TRADING HOURS: 55 START DATE: 11/18/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: I provide tax and accounting services and advice as well as investment guidance and products to my clients. Also provide insight to clients on how their tax situation can influence all of their financial decisions including investments. 2) MERCADANTE & COMPANY, PC POSITION: Consultant NATURE: Provide consultation with clients and coworkers on tax matters. This is an entity through which I will provide tax and Avantax Wealth Management services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 11/18/2024 ADDRESS: 2200 Georgetown Drive, Suite 202, Sewickley PA 15143, United States DESCRIPTION: Provide consultation with clients and coworkers on tax matters.
CRS (Client Relationship Summary) - RIA
Click below to view Adam Richard Logan'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2200 Georgetown Drive Suite 401, Sewickley, PA 15143RIA
CRD#: 105644
SEWICKLEY, PA
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 2200 Georgetown Drive Suite 202, Sewickley, PA 15143BD
CRD#: 13572
Sewickley, PA
Past
November 19, 2024 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Sewickley, PA
Past
November 19, 2024 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
Sewickley, PA
Past
February 22, 2022 - November 18, 2024
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
PITTSBURGH, PA
Past
March 22, 2021 - November 18, 2024
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
PITTSBURGH, 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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Pennsylvania(9/5/2025)
IAR
Pennsylvania(9/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 3/22/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
