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RIA / WealthAdvisorChartered Financial Analyst28 years in industry

DAVID JAMES LOGAN

Advisor at PATHSTONE

ENGLEWOOD, NJ | Conshohocken, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36917546-ab55-c461-3d30-d4829daf046d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Oct 30, 2000 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

David James Logan

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PATHSTONE
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 18, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66
First exam: May 18, 1998
First registration: Oct 30, 2000
Dual registered: no
IAPD individual key: 3046639

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Pathstone	Independent wealth	Jun 4, 2026	n/a	yes	Conshohocken, PA\|ENGLEWOOD, NJ	Current employment
MILL CREEK CAPITAL ADVISORS, LLC	Former SEC adviser	Mar 19, 2010	Jun 1, 2026	no	CONSHOHOCKEN, PA	Previous registration
LEHMAN BROTHERS INC.	n/a	Aug 3, 2006	Sep 27, 2006	no	PHILADELPHIA, PA	Previous registration
HIRTLE & CO., LLC	Other adviser	Oct 30, 2000	Jun 2, 2009	no	WEST CONSHOHOCKEN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MILL CREEK CAPITAL ADVISORS, LLC	Pathstone	Jun 1, 2026	Jun 4, 2026	3	Firm change	RIA to RIA
HIRTLE & CO., LLC	LEHMAN BROTHERS INC.	Jun 2, 2009	Aug 3, 2006	-1,034	Firm change after gap	Other
LEHMAN BROTHERS INC.	MILL CREEK CAPITAL ADVISORS, LLC	Sep 27, 2006	Mar 19, 2010	1,269	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
141470:151736:PA:2026-06-01	Jun 1, 2026	Jun 4, 2026	CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (4)

→ PATHSTONERegistered adviserregistration: current employment
Jun 4, 2026 to presentfactForm ADV
→ MILL CREEK CAPITAL ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 19, 2010 to Jun 1, 2026factForm ADV
→ HIRTLE & CO., LLCRegistered adviserregistration: previous registration
Oct 30, 2000 to Jun 2, 2009factForm ADV
→ LEHMAN BROTHERS INC.Registered adviserregistration: previous registration
Aug 3, 2006 to Sep 27, 2006factForm ADV

Dated events

Occurred
Jun 1, 2026
Advisor changed firm
David James Logan left Mill Creek Capital Advisors, Llc for Pathstone (registered 2026-06-04)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:36917546-ab55-c461-3d30-d4829daf046d
First observed: Oct 30, 2000
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

DAVID JAMES LOGAN

Advisor at PATHSTONE

ENGLEWOOD, NJ | Conshohocken, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:36917546-ab55-c461-3d30-d4829daf046d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:49 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Pathstone

Independent wealth

Jun 4, 2026

n/a

yes

Conshohocken, PA|ENGLEWOOD, NJ

Current employment

MILL CREEK CAPITAL ADVISORS, LLC

Former SEC adviser

Mar 19, 2010

Jun 1, 2026

CONSHOHOCKEN, PA

Previous registration

LEHMAN BROTHERS INC.

n/a

Aug 3, 2006

Sep 27, 2006

PHILADELPHIA, PA

Previous registration

HIRTLE & CO., LLC

Other adviser

Oct 30, 2000

Jun 2, 2009

WEST CONSHOHOCKEN, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

MILL CREEK CAPITAL ADVISORS, LLC

Pathstone

Jun 1, 2026

Jun 4, 2026

Firm change

RIA to RIA

HIRTLE & CO., LLC

LEHMAN BROTHERS INC.

Jun 2, 2009

Aug 3, 2006

-1,034

Firm change after gap

Other

LEHMAN BROTHERS INC.

MILL CREEK CAPITAL ADVISORS, LLC

Sep 27, 2006

Mar 19, 2010

1,269

Firm change after gap

Other

Team

Left

Joined

From

Kind

141470:151736:PA:2026-06-01

Jun 1, 2026

Jun 4, 2026

CONSHOHOCKEN, PA

Firm change