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).

Current Firm Details
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462
http://www.legacyadvice.com/
By the Numbers
  • Total Assets Under Management
    3,635
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Legacy Advisors, LLC
Showing 11 - 14 of 14 top financial advisors.
11
Ryan Rabinowitz, financial advisor Plymouth Meeting PA
Ryan J. Rabinowitz
CRD#: 5773422
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462

Ryan Rabinowitz (CRD# 5773422) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 13 years of experience in the finance industry.

12
Thomas Riley, financial advisor Plymouth Meeting PA
Thomas F. Riley
CRD#: 4044203
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462

Thomas Riley (CRD# 4044203) is an Investment Advisor Representative working at Legacy Advisors, LLC in Plymouth Meeting, PA and has over 24 years of experience in the finance industry.

13
John Steigerwald, financial advisor Plymouth Meeting PA
John M. Steigerwald
CRD#: 4453032
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462

John Steigerwald (CRD# 4453032) 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.

14
Jared Uribe-Sullivan, financial advisor Plymouth Meeting PA
Jared Uribe-Sullivan
CRD#: 6108607
5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462

Jared Uribe-Sullivan (CRD# 6108607) 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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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