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Richard Stephen Wiedl

LEGACY ADVISORY SERVICES, LLC·EXTON, Pennsylvania
Clean recordLEGACY ADVISORY SERVICES, LLC
658 EXTON COMMONS, EXTON, PA 19341CRD# 2957396Firm CRD# 147173

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Stephen Wiedl · EXTON, PA
Registration
CRD #2957396 · LEGACY ADVISORY SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Stephen Wiedl is a registered financial advisor based in EXTON, Pennsylvania, affiliated with LEGACY ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEGACY ADVISORY SERVICES, LLC
LEGACY ADVISORY SERVICES, LLC
AUM
$132M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LEGACY ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2957396
Firm CRD# 147173
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Stephen Wiedl offer?
Richard Stephen Wiedl specializes in Financial Planning, Investment Management. Contact their office in EXTON, Pennsylvania for a consultation.
What are Richard Stephen Wiedl's credentials?
Richard Stephen Wiedl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Stephen Wiedl located?
Richard Stephen Wiedl is based in EXTON, Pennsylvania, working with LEGACY ADVISORY SERVICES, LLC. Their office serves clients in the EXTON metropolitan area and surrounding communities.
How does Richard Stephen Wiedl charge for services?
Richard Stephen Wiedl's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY ADVISORY SERVICES, LLC?
LEGACY ADVISORY SERVICES, LLC has approximately 3 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY ADVISORY SERVICES, LLC

Martin Andrew Gruszka
EXTON, PA
Adam Varrenti
EXTON, PA

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Research
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