Unclaimed Profile

Angela Maria Stewart

LEGACY SOLUTIONS, LLC·KENNETT SQUARE, Pennsylvania

Clean 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

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LEGACY SOLUTIONS, LLC

AUM

$164M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2580018

Firm CRD# 323360

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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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