Martin Gruszka (CRD# 4697790) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 18 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fortune Financial Services, Inc. | Monaca, PA | Mar 2018 - Current | 6 |
| Legacy Wealth Management, LLC | Exton, PA | Mar 2008 - Current | 16 |
| Legacy Advisory Services, LLC | Exton, PA | Mar 2008 - Current | 16 |
| Ridgeway & Conger, Inc. | New Woodstock, NY | Aug 2009 - May 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2005 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2006 |
- PA
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts341ACCOUNTS
-
Average Account Value$386,761
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA, WV
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