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Angela Maria Stewart

LEGACY SOLUTIONS, LLC·KENNETT SQUARE, Pennsylvania
Unclaimed Profile
206 N UNION ST, KENNETT SQUARE, PA 19348CRD# 2580018Firm CRD# 323360
01

About

Angela Maria Stewart is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with LEGACY SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGACY SOLUTIONS, LLC
LEGACY SOLUTIONS, LLC
AUM
$164M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at LEGACY SOLUTIONS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2580018
Firm CRD# 323360
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in KENNETT SQUARE
Matthew Todd O'leary — CHATHAM INVESTMENT ADVISORS, LLCDavid James Sweeney — CHATHAM INVESTMENT ADVISORS, LLCMichael Steven Demarco — CHATHAM INVESTMENT ADVISORS, LLCMatthew Paul Henry — UNION SQUARE CAPITAL PARTNERS, LLCJ Michael Bontrager — CHATHAM INVESTMENT ADVISORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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