Legacy Advisory Services, LLC

Legacy Advisory Services, LLC (CRD# 147173) is a financial advisory firm headquartered in Exton, PA. They manage $58,500,000 in 308 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    308
    ACCOUNTS
  • Average Account Value
    $189,935
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
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.

PA, WV

Financial Advisors at Legacy Advisory Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard S. Wiedl
CRD#: 2957396
658 Exton Commons, Exton, PA 19341
96
Wealthminder
score

Richard Wiedl (CRD# 2957396) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 19 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.

2
Martin A. Gruszka
CRD#: 4697790
658 Exton Commons, Exton, PA 19341
93
Wealthminder
score

Martin Gruszka (CRD# 4697790) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 11 years of experience in the finance industry.

3
Adam Varrenti
CRD#: 4283086
658 Exton Commons, Exton, PA 19341
93
Wealthminder
score

Adam Varrenti (CRD# 4283086) is an Investment Advisor Representative working at Legacy Advisory Services, LLC in Exton, PA and has over 10 years of experience in the finance industry.

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