LR
Logan C. Ruthling
MASONBORO ADVISORS
Wilmington, NC 28403
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CRD#: 7867632
LR
Professional summary
Logan Cameron Ruthling is a registered financial advisor currently at MASONBORO ADVISORS located in Wilmington, North Carolina.
Logan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Logan has worked at 2 firms .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Logan Cameron Ruthling'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
May 7, 2025 - Present
MASONBORO ADVISORS
Office #1: 5815 Oleander Drive Suite 260, Wilmington, NC 28403RIA
CRD#: 145151
Wilmington, NC
Past
May 9, 2024 - May 1, 2025
SHEETS SMITH WEALTH MANAGEMENT
RIA
CRD#: 105710
WINSTON SALEM, NC
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".
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)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
North Carolina(5/7/2025)
Exams
Current Firm
MA
MASONBORO ADVISORS
GLASGOW & ASSOCIATES, LLC | MASONBORO ADVISORS
CRD#: 145151 / SEC#: 801-133988
RIA
Registered Investment Advisory firm - (7/28/2025 Approved)California
Registered Investment Advisory firm - (9/13/2025 Terminated)Georgia
Registered Investment Advisory firm - (8/15/2025 Terminated)Louisiana
Registered Investment Advisory firm - (8/14/2025 Terminated)North Carolina
Registered Investment Advisory firm - (8/27/2025 Terminated)South Carolina
Registered Investment Advisory firm - (8/14/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5815 Oleander Drive Suite 260, Wilmington, NC 28403
Mailing Address
Phone number
(910) 742-0509
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 505 |
| AUM (Assets Under Management) | $ 155,941,918 |
Red Flags
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