LEGACY ADVISORS, LLC

PLYMOUTH MEETING, Pennsylvania·8 registered advisors·CRD# 139830
SEC# 801-665820610-943-3000
01

Firm Overview

AUM
$3.6B
Regulatory assets under management
Employees
38
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEGACY ADVISORS, LLC

8 registered advisors
James Walter Mccallister
PLYMOUTH MEETING, Pennsylvania
Jane K Evans
PLYMOUTH MEETING, Pennsylvania
Jason T Braun
PLYMOUTH MEETING, Pennsylvania
John Edward Krol
PLYMOUTH MEETING, Pennsylvania
Matthew Joseph Sgro
PLYMOUTH MEETING, Pennsylvania
Michael Theodore Piotrowicz
PLYMOUTH MEETING, Pennsylvania
Theodore Peter Piotrowicz
PLYMOUTH MEETING, Pennsylvania
Vincent Albert Panvini
PLYMOUTH MEETING, Pennsylvania
05

Office Locations

PLYMOUTH MEETING, Pennsylvania
8 advisors

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Data sourced from SEC Form ADV filings. LEGACY ADVISORS, LLC (CRD# 139830) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.