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).

Current Firm Details
658 Exton Commons, Exton, PA 19341
http://www.legacyadvisorypa.com
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    310
    ACCOUNTS
  • Average Account Value
    $203,226
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 Wiedl, financial advisor Exton PA
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 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.

2
Martin Gruszka, financial advisor Exton PA
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 13 years of experience in the finance industry.

3
Adam Varrenti, financial advisor Exton PA
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 12 years of experience in the finance industry.

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