UBS Financial Services
47yrs
Top advisor by experience in Pasadena
4yrs
Rex Chan
Financial advisor at Logic Wealth Management
Rex Chan is a fiduciary financial advisor in Pasadena, California, with 4 years in the industry. Rex joined Logic Wealth Management in 2026, a firm offering financial planning and investment management. Logic Wealth Management reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office1055 East Colorado Blvd, Suite 500, Pasadena, CA 91106
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$839,770
Advisors at the firm8
States licensed ?1 state
Services through Logic Wealth Management
Financial planningInvestment management for individuals and small businesses
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.
Series 65Uniform Investment Adviser Law Examination
Career
- Aug 2026 – nowLogic Wealth Management, LLCCurrent firm
- 2023 – 2025Logic Wealth Management, LLCPreviously
Questions to ask Rex
Tailored to Rex’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Rex
How do I contact Rex?
Call Logic Wealth Management at (626) 757-4323 and ask for Rex Chan. Rex works from the Pasadena, CA office.
How long has Rex been a financial advisor?
Rex has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Rex hold?
Series 65. Tap any license on this page to see what it allows.
Is Rex a fiduciary?
Rex is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Rex paid?
Logic Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Rex 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.
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