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Theodore Peter Piotrowicz

LEGACY ADVISORS, LLC·PLYMOUTH MEETING, Pennsylvania
SIE, Series 7, Series 24, Series 66CFAClean record12 years registeredLEGACY 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 · 12 years registered
Brand Profile
Not yet started
01

Career History

LEGACY ADVISORS, LLC
Nov 2013 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · November 25, 2013
Years registered · 12
Professional designation · CFA
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEGACY ADVISORS, LLC
CRD 139830 · SEC 801-66582
AUM
$3.6B
Regulatory assets under management
Employees
38
2,101 client accounts
Services offered by LEGACY ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LEGACY ADVISORS, LLC →
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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 holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
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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Other Advisors at LEGACY ADVISORS, LLC

John Edward Krol
PLYMOUTH MEETING, PA
Vincent Albert Panvini
PLYMOUTH MEETING, PA
Michael Theodore Piotrowicz
PLYMOUTH MEETING, PA
ChFC

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