Morgan Stanley
47yrs
Top advisor by experience in New York
7yrs
Logan Wolf
Financial advisor at Merrill
Based in New York, New York, Logan Wolf is a fiduciary financial advisor with 7 years of industry experience. Logan has been with Merrill since 2021. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office75 Rockefeller Plaza, New York, NY 10019
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2021 – nowMerrillCurrent firm
Contact Logan
(800) 637-7455Merrill main office 75 Rockefeller PlazaNew York, NY 10019Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Logan
Tailored to Logan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Logan
How do I contact Logan?
Call Merrill at (800) 637-7455 and ask for Logan Wolf. Logan works from the New York, NY office.
How long has Logan been a financial advisor?
Logan has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Logan hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Logan a fiduciary?
Logan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Logan paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Logan for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates