Unclaimed Profile

Daniel Carmen Danese

LEGACY SOLUTIONS, LLC·KENNETT SQUARE, Pennsylvania

Clean recordLEGACY 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

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# 1370644

Firm CRD# 323360

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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