Legend Financial Advisors Inc.

Legend Financial Advisors Inc. (CRD# 108207) is a financial advisory firm headquartered in Pittsburgh, PA. They manage $272,814,950 in 1,262 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    273
    MILLION
  • Total Number of Accounts
    1,262
    ACCOUNTS
  • Average Account Value
    $216,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

FL, IL, MD, NC, NY, OH, PA, TX, VA, WV

Financial Advisors at Legend Financial Advisors Inc.
Showing 1 - 8 of 8 top financial advisors.
1
James J. Holtzman
CRD#: 4292875
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
96
Wealthminder
score

James Holtzman (CRD# 4292875) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 16 years of experience in the finance industry. James Holtzman 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
Diane M. Pearson
CRD#: 1962827
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
96
Wealthminder
score

Diane Pearson (CRD# 1962827) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 26 years of experience in the finance industry. Diane Pearson 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.

3
Vincent T. Strangio
CRD#: 2216710
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
96
Wealthminder
score

Vincent Strangio (CRD# 2216710) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 25 years of experience in the finance industry. Vincent Strangio 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.

4
Jonathan D. Gruber
CRD#: 5692958
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
93
Wealthminder
score

Jonathan Gruber (CRD# 5692958) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 8 years of experience in the finance industry.

5
William T. Knight
CRD#: 5840840
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
93
Wealthminder
score

William Knight (CRD# 5840840) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 7 years of experience in the finance industry.

6
Louis P. Stanasolovich
CRD#: 735062
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
93
Wealthminder
score

Louis Stanasolovich (CRD# 735062) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 36 years of experience in the finance industry.

7
Bradley M. Pendzick
CRD#: 6166161
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
90
Wealthminder
score

Bradley Pendzick (CRD# 6166161) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has over 4 years of experience in the finance industry.

8
Alex G. Hendrickson
CRD#: 6591455
5700 Corporate Drive, Suite 350, Pittsburgh, PA 15237
87
Wealthminder
score

Alex Hendrickson (CRD# 6591455) is an Investment Advisor Representative working at Legend Financial Advisors Inc. in Pittsburgh, PA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.