Legacy Advisory Services, LLC

Legacy Advisory Services, LLC (CRD# 147173) is a financial advisory firm headquartered in Exton, PA. They manage $131,885,401 in 341 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
658 Exton Commons, Exton, PA 19341
http://www.legacyadvisorypa.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    341
    ACCOUNTS
  • Average Account Value
    $386,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA, WV

Financial Advisors at Legacy Advisory Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Martin Gruszka, financial advisor Exton PA
Martin A. Gruszka
CRD#: 4697790
658 Exton Commons, Exton, PA 19341

Martin Gruszka (CRD# 4697790) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 18 years of experience in the finance industry.

2
Adam Varrenti, financial advisor Exton PA
Adam Varrenti
CRD#: 4283086
658 Exton Commons, Exton, PA 19341

Adam Varrenti (CRD# 4283086) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 18 years of experience in the finance industry.

3
Richard Wiedl, financial advisor Exton PA
Richard S. Wiedl
CRD#: 2957396
658 Exton Commons, Exton, PA 19341

Richard Wiedl (CRD# 2957396) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 26 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals