Legacy Advisory Group, Inc.

Legacy Advisory Group, Inc. (CRD# 131895) is a financial advisory firm headquartered in Hermitage, PA. They manage $3,759,966 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $98,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

OH, PA

Financial Advisors at Legacy Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Sherri L. Marini
CRD#: 3115057
3087 Innovation Way, Hermitage, PA 16148
93
Wealthminder
score

Sherri Marini (CRD# 3115057) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 18 years of experience in the finance industry.

2
David A. Gollner
CRD#: 224763
3087 Innovation Way, Hermitage, PA 16148
81
Wealthminder
score

David Gollner (CRD# 224763) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 32 years of experience in the finance industry.

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