Gina
Logsdon

Morgan Stanley

CRD#2482634
Investment Advisor
in Lawrence Township, NJ

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About this Advisor

Gina Logsdon is a financial advisor operating in Lawrence Township, New Jersey with a total of 14 years of industry experience. Logsdon is an employee of Morgan Stanley. They have spent their complete employment at Morgan Stanley. Logsdon has Series 63 and Series 66 licenses, designating them as a securities agent, and can work in New Jersey and Texas. Morgan Stanley is a business that has its headquarters in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 financial advisors. It has $1 trillion in total assets between its 2,233,188 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 customer accounts, just 1% are held by high-net-worth investors who have more than $1 million in investable assets. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fees typically depend on which services the firm provides the client. Fee types billed by Morgan Stanley can be comprised of asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

1200 Lenox Drive Suite 300
Lawrence Township, NJ 08648

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

NJ Average: $7,464,549,021
Total Number of Employees

28,000

NJ Average: 88
Total Number of Accounts

2,233,188

NJ Average: 3,892
Average Account Size

$530,659

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Gina Logsdon Work History

Gina has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gina Logsdon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Seth Hart
New York, NY
Calvin Mason
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Melissa Moyer
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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