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Angela Maria Stewart

LEGACY SOLUTIONS, LLC·KENNETT SQUARE, Pennsylvania
SIE, Series 7, Series 63Clean recordLEGACY SOLUTIONS, LLC
206 N UNION ST, KENNETT SQUARE, PA 19348CRD# 2580018Firm CRD# 323360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Angela Maria Stewart · KENNETT SQUARE, PA
Registration
CRD #2580018 · LEGACY SOLUTIONS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LEGACY SOLUTIONS, LLC
CRD 323360 · SEC 801-126819
AUM
$164M
Regulatory assets under management
Employees
5
613 client accounts
Services offered by LEGACY SOLUTIONS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at LEGACY SOLUTIONS, LLC →
Introduction

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Frequently Asked Questions

What services does Angela Maria Stewart offer?
Angela Maria Stewart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Angela Maria Stewart's credentials?
Angela Maria Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Maria Stewart located?
Angela Maria Stewart is based in KENNETT SQUARE, Pennsylvania, working with LEGACY SOLUTIONS, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.
How does Angela Maria Stewart charge for services?
Angela Maria Stewart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY SOLUTIONS, LLC?
LEGACY SOLUTIONS, LLC has approximately 5 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Jeffrey Ryan Hall
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Ciara Danese Price
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Daniel Carmen Danese
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