Unclaimed Profile

Theodore Peter Piotrowicz

LEGACY ADVISORS, LLC·PLYMOUTH MEETING, Pennsylvania

Clean recordLEGACY ADVISORS, LLC

5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA 19462CRD# 6088712Firm CRD# 139830

Profile Verification

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

Identity

Theodore Peter Piotrowicz · PLYMOUTH MEETING, PA

Registration

CRD #6088712 · LEGACY ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Theodore Peter Piotrowicz is a registered financial advisor based in PLYMOUTH MEETING, Pennsylvania, affiliated with LEGACY ADVISORS, 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

Introduction

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Firm Overview

Firm

LEGACY ADVISORS, LLC

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6088712

Firm CRD# 139830

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theodore Peter Piotrowicz offer?

Theodore Peter Piotrowicz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PLYMOUTH MEETING, Pennsylvania for a consultation.

What are Theodore Peter Piotrowicz's credentials?

Theodore Peter Piotrowicz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore Peter Piotrowicz located?

Theodore Peter Piotrowicz is based in PLYMOUTH MEETING, Pennsylvania, working with LEGACY ADVISORS, LLC. Their office serves clients in the PLYMOUTH MEETING metropolitan area and surrounding communities.

How does Theodore Peter Piotrowicz charge for services?

Theodore Peter Piotrowicz'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 ADVISORS, LLC?

LEGACY ADVISORS, LLC has approximately 38 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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