Legacy Advisors, LLC

Legacy Advisors, LLC (CRD# 139830) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $859,915,727 in 753 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    860
    MILLION
  • Total Number of Accounts
    753
    ACCOUNTS
  • Average Account Value
    $1,141,986
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA, TX

Financial Advisors at Legacy Advisors, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Thomas R. Holt
CRD#: 1114182
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
96
Wealthminder
score

Thomas Holt (CRD# 1114182) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 18 years of experience in the finance industry.

2
Joan L. Kistler
CRD#: 729938
Chester Springs, PA
96
Wealthminder
score

Joan Kistler (CRD# 729938) is an Investment Advisor Representative working at Legacy Advisors, LLC in Chester Springs, PA and has over 35 years of experience in the finance industry.

3
Patrick J. McDermott
CRD#: 3180378
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
96
Wealthminder
score

Patrick McDermott (CRD# 3180378) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 17 years of experience in the finance industry. Patrick McDermott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael T. Piotrowicz
CRD#: 704637
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
96
Wealthminder
score

Michael Piotrowicz (CRD# 704637) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 36 years of experience in the finance industry.

5
John M. Steigerwald
CRD#: 4453032
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
96
Wealthminder
score

John Steigerwald (CRD# 4453032) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 14 years of experience in the finance industry. John Steigerwald has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Sean E. Teesdale
CRD#: 4773643
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
96
Wealthminder
score

Sean Teesdale (CRD# 4773643) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 12 years of experience in the finance industry.

7
John E. Krol
CRD#: 2580228
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
93
Wealthminder
score

John Krol (CRD# 2580228) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 21 years of experience in the finance industry.

8
Vincent A. Panvini
CRD#: 3031670
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
93
Wealthminder
score

Vincent Panvini (CRD# 3031670) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 14 years of experience in the finance industry.

9
Thomas F. Riley
CRD#: 4044203
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
93
Wealthminder
score

Thomas Riley (CRD# 4044203) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 17 years of experience in the finance industry.

10
Theodore P. Piotrowicz
CRD#: 6088712
401 Plymouth Road, Suite 150, Plymouth Meeting, PA 19462
92
Wealthminder
score

Theodore Piotrowicz (CRD# 6088712) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 3 years of experience in the finance industry.

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