Theodore Piotrowicz, financial advisor Plymouth Meeting PA

Theodore Piotrowicz

CRD Number: 6088712
Current Firm: Legacy Advisors, LLC

Theodore Piotrowicz (CRD# 6088712) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Legacy Advisors, LLC Plymouth Meeting, PA Jun 2012 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Theodore P. Piotrowicz
Phone Number: 610-943-3000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    3,635
    MILLIONS
  • Total Number of Accounts
    2,101
    ACCOUNTS
  • Average Account Value
    $1,730,284
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, FL, GA, MD, NJ, NY, PA, TX, VA

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