Legacy Advisory Group, Inc.

Legacy Advisory Group, Inc. (CRD# 131895) is a financial advisory firm headquartered in Hermitage, PA. They manage $801,477 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3087 Innovation Way, Hermitage, PA 16148
http://www.leavealegacy.com
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $61,652
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

OH, PA

Financial Advisors at Legacy Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David Gollner, financial advisor Hermitage PA
David A. Gollner
CRD#: 224763
3087 Innovation Way, Hermitage, PA 16148

David Gollner (CRD# 224763) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 40 years of experience in the finance industry.

2
Sherri Marini, financial advisor Hermitage PA
Sherri L. Marini
CRD#: 3115057
3087 Innovation Way, Hermitage, PA 16148

Sherri Marini (CRD# 3115057) is an Investment Advisor Representative working at Legacy Advisory Group, Inc. in Hermitage, PA and has over 25 years of experience in the finance industry.

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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