Legacy Advisory Services, LLC
Legacy Advisory Services, LLC (CRD# 147173) is a financial advisory firm headquartered in Exton, PA. They manage $63,000,000 in 310 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management63MILLION
-
Total Number of Accounts310ACCOUNTS
-
Average Account Value$203,226
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses

PA, WV
Richard Wiedl (CRD# 2957396) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 20 years of experience in the finance industry. Richard Wiedl 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.
Martin Gruszka (CRD# 4697790) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 12 years of experience in the finance industry.
Adam Varrenti (CRD# 4283086) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 12 years of experience in the finance industry.