Logan B. Pettus

AMHERST FINANCIAL GROUP

Amherst, NH 03031

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CRD#: 7814871

Professional summary

Logan B Pettus, who also goes by Logan Bishop Pettus, is a registered financial advisor currently at AMHERST FINANCIAL GROUP, LLC located in Amherst, New Hampshire.

Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Logan has worked at 1 firm and has passed the Series 63, Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan Bishop Pettus

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 B Pettus'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

November 8, 2024 - Present

AMHERST FINANCIAL GROUP, LLC

Office #1: 8 Main Street, Amherst, NH 03031

RIA

CRD#: 317964

Amherst, NH

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

New Hampshire
(11/8/2024)

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

Series 63

Date: 8/22/2025

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/30/2024

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 7/11/2024

Securities Industry Essentials Examination

Current Firm

AMHERST FINANCIAL GROUP, LLC

CRD#: 317964 / SEC#:

Massachusetts

Registered Investment Advisory firm - (5/31/2022 Approved)

New Hampshire

Registered Investment Advisory firm - (12/28/2021 Approved)

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Contact information

Main Address

8 Main Street, Amherst, NH 03031

Mailing Address

Phone number

(603) 289-8683

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	221
AUM (Assets Under Management)	$ 34,625,015

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 B. Pettus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Logan B Pettus's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMHERST FINANCIAL GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/2025

Series 65

Date: 10/30/2024

SIE

Date: 7/11/2024

Current Firm

AMHERST FINANCIAL GROUP, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AMHERST FINANCIAL GROUP, LLC

TRUST BUT VERIFY

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