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RIA / WealthAdvisor28 years in industry

MARY ELIZABETH FUGLER

Advisor at LOGAN CAPITAL MANAGEMENT, INC.

NEWTOWN SQUARE, PA

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Search this name across graphsid dfx:ria:f2c4a707-eaeb-511e-203a-497e56c6b6ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 17, 2011 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Current firm: LOGAN CAPITAL MANAGEMENT, INC.
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S66|S63
First exam: May 4, 1998
First registration: May 17, 2011
Dual registered: no
Other names: MARY ELIZABETH FUGLER|MARY E FUGLER
IAPD individual key: 2934934

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
LOGAN CAPITAL MANAGEMENT, INC.	Mixed wealth	Feb 16, 2024	n/a	yes	NEWTOWN SQUARE, PA	Current employment
WASHINGTON PEAK INVESTMENT ADVISORS LLC	State registered	Mar 23, 2021	Apr 8, 2022	no	Boynton Beach, FL	Previous registration
ELEVAGE PARTNERS, LLC	Independent wealth	Jun 19, 2017	Dec 5, 2018	no	San Diego, CA	Previous registration
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	Former SEC adviser	Jul 8, 2014	Jun 30, 2015	no	BOCA RATON, FL	Previous registration
SUNSTREET SECURITIES, LLC	State registered	Jul 26, 2013	Oct 10, 2013	no	AVONDALE, AZ\|AVONDALE, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 17, 2011	Jul 18, 2011	no	PALM BEACH, FL	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
WASHINGTON PEAK INVESTMENT ADVISORS LLC	LOGAN CAPITAL MANAGEMENT, INC.	Apr 8, 2022	Feb 16, 2024	679	Firm change after gap	Other
ELEVAGE PARTNERS, LLC	WASHINGTON PEAK INVESTMENT ADVISORS LLC	Dec 5, 2018	Mar 23, 2021	839	Firm change after gap	RIA to state RIA
INDEPENDENT PORTFOLIO CONSULTANTS, INC.	ELEVAGE PARTNERS, LLC	Jun 30, 2015	Jun 19, 2017	720	Firm change after gap	Other
SUNSTREET SECURITIES, LLC	INDEPENDENT PORTFOLIO CONSULTANTS, INC.	Oct 10, 2013	Jul 8, 2014	271	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SUNSTREET SECURITIES, LLC	Jul 18, 2011	Jul 26, 2013	739	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (6)

→ LOGAN CAPITAL MANAGEMENT, INC.Registered adviserregistration: current employment
Feb 16, 2024 to presentfactForm ADV
→ WASHINGTON PEAK INVESTMENT ADVISORS LLCRegistered adviserregistration: previous registration
Mar 23, 2021 to Apr 8, 2022factForm ADV
→ ELEVAGE PARTNERS, LLCRegistered adviserregistration: previous registration
Jun 19, 2017 to Dec 5, 2018factForm ADV
→ INDEPENDENT PORTFOLIO CONSULTANTS, INC.Registered adviserregistration: previous registration
Jul 8, 2014 to Jun 30, 2015factForm ADV
→ SUNSTREET SECURITIES, LLCRegistered adviserregistration: previous registration
Jul 26, 2013 to Oct 10, 2013factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 17, 2011 to Jul 18, 2011factForm ADV

Dated events

Occurred
Apr 8, 2022
Advisor changed firm
Mary Elizabeth Fugler left Washington Peak Investment Advisors Llc for Logan Capital Management, Inc. (registered 2024-02-16)
Form ADVobserved 5 days ago