Legacy Advisors, LLC
Legacy Advisors, LLC (CRD# 139830) is a financial advisory firm headquartered in Plymouth Meeting, PA. They manage $3,635,326,096 in 2,101 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management3,635MILLION
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Total Number of Accounts2,101ACCOUNTS
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Average Account Value$1,730,284
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AL, CA, CT, FL, GA, MD, NJ, NY, PA, TX, VA
Patrick Devlin (CRD# 7063252) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 5 years of experience in the finance industry.
John Einspanier (CRD# 6068763) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 8 years of experience in the finance industry.
Joseph Fabrizio (CRD# 6358430) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 9 years of experience in the finance industry.
Thomas Holt (CRD# 1114182) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 25 years of experience in the finance industry.
John Krol (CRD# 2580228) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 29 years of experience in the finance industry.
Steven Mignogna (CRD# 5421485) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 16 years of experience in the finance industry.
Vincent Panvini (CRD# 3031670) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 22 years of experience in the finance industry.
Kevin Piotrowicz (CRD# 6363647) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 8 years of experience in the finance industry.
Michael Piotrowicz (CRD# 704637) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 44 years of experience in the finance industry.
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.