LEGACY SOLUTIONS, LLC

KENNETT SQUARE, Pennsylvania·4 registered advisors·CRD# 323360
SEC# 801-1268192610-444-9920
01

Firm Overview

AUM
$164M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
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
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEGACY SOLUTIONS, LLC

4 registered advisors
Angela Maria Stewart
KENNETT SQUARE, Pennsylvania
Ciara Danese Price
KENNETT SQUARE, Pennsylvania
Daniel Carmen Danese
KENNETT SQUARE, Pennsylvania
Jeffrey Ryan Hall
KENNETT SQUARE, Pennsylvania
05

Office Locations

KENNETT SQUARE, Pennsylvania
4 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. LEGACY SOLUTIONS, LLC (CRD# 323360) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.