Unclaimed Profile

Daniel Carmen Danese

LEGACY SOLUTIONS, LLC·KENNETT SQUARE, Pennsylvania

SIE, Series 6, Series 7, Series 22, Series 24, Series 26, Series 63, Series 66CFPClean record23 years registeredLEGACY SOLUTIONS, LLC

206 N UNION ST, KENNETT SQUARE, PA 19348CRD# 1370644Firm CRD# 323360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Carmen Danese · KENNETT SQUARE, PA

Registration

CRD #1370644 · LEGACY SOLUTIONS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

LEGACY SOLUTIONS, LLC

Nov 2022 – present

CAPITAL ANALYSTS

Jun 2012 – present

LINCOLN INVESTMENT

Jun 2012 – present

CAPITAL ANALYSTS INCORPORATED

Jul 2006 – Jun 2012

KENNETT SQUARE, PA

PRINCOR FINANCIAL SERVICES CORPORATION

Nov 2002 – Nov 2004

KENNETT SQUARE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 26

Series 63

Series 66

Registration record

First registered · November 1, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY SOLUTIONS, LLC

CRD 323360 · SEC 801-126819

AUM

$164M

Regulatory assets under management

Employees

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

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in KENNETT SQUARE?

Browse all registered financial advisors in KENNETT SQUARE, Pennsylvania or claim this profile if it's yours.

Browse KENNETT SQUARE Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →