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Daniel Carmen Danese

LEGACY SOLUTIONS, LLC·KENNETT SQUARE, Pennsylvania
Unclaimed Profile
206 N UNION ST, KENNETT SQUARE, PA 19348CRD# 1370644Firm CRD# 323360
01

About

Daniel Carmen Danese 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# 1370644
Firm CRD# 323360
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Carmen Danese offer?
Daniel Carmen Danese specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.
What are Daniel Carmen Danese's credentials?
Daniel Carmen Danese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Carmen Danese located?
Daniel Carmen Danese 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 Daniel Carmen Danese charge for services?
Daniel Carmen Danese'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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