LEGACY ADVISORS, LLC

LEGACY ADVISORS, LLC of PLYMOUTH MEETING, PA is an SEC-registered investment adviser (CRD 139830). Regulatory assets under management: $5.2B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (15)

NameRoleLocation
Michael Theodore PiotrowiczMANAGING BOARD MEMBER; MANAGING MEMBER
Vincent Albert PanviniMANAGING BOARD MEMBER; MANAGING MEMBER
Theodore Peter PiotrowiczMANAGING BOARD MEMBER; MANAGING MEMBER
Matthew Joseph SgroCHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE
PIOTROWICZ MICHAEL THEODOREMANAGING MEMBER; MEMBER
BRAUN JASON TCHIEF COMPLIANCE OFFICER
ALBAHARY RONALD GERARDCHIEF EXECUTIVE OFFICER
HOLT THOMAS RICHARDCHIEF COMPLIANCE OFFICER
KROL JOHN EDWARDMANAGING MEMBER
SGRO MATTHEW JOSEPHCHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE
McCallister James WalterCHIEF COMPLIANCE OFFICER; MANAGER OF OPERATIONS
PANVINI VINCENT ALBERTMANAGING MEMBER
EVANS JANE KMANAGING MEMBER/CHIEF OPERATING OFFICER
PIOTROWICZ THEODORE PETERMANAGING MEMBER
Pam PiotrowiczTRUSTEE

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