# LEGACY ADVISORS, LLC

LEGACY ADVISORS, LLC of PLYMOUTH MEETING, PA is an SEC-registered investment adviser.

## Registration

- CRD: 139830
- Type: SEC-registered investment adviser
- SEC file number: 801-66582
- Location: 5 APOLLO ROAD, SUITE 100, PLYMOUTH MEETING, PA, 19462
- Phone: 610-943-3000
- Latest filing: 2026-03-26
- Regulatory AUM: $5.2B
- Discretionary AUM: $5.1B
- Non-discretionary AUM: $89.7M
- Clients: 50
- Accounts: 2,297

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Michael Theodore Piotrowicz | MANAGING BOARD MEMBER; MANAGING MEMBER | — |
| Vincent Albert Panvini | MANAGING BOARD MEMBER; MANAGING MEMBER | — |
| Theodore Peter Piotrowicz | MANAGING BOARD MEMBER; MANAGING MEMBER | — |
| Matthew Joseph Sgro | CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE | — |
| PIOTROWICZ MICHAEL THEODORE | MANAGING MEMBER; MEMBER | — |
| BRAUN JASON T | CHIEF COMPLIANCE OFFICER | — |
| ALBAHARY RONALD GERARD | CHIEF EXECUTIVE OFFICER | — |
| HOLT THOMAS RICHARD | CHIEF COMPLIANCE OFFICER | — |
| KROL JOHN EDWARD | MANAGING MEMBER | — |
| SGRO MATTHEW JOSEPH | CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE | — |
| McCallister James Walter | CHIEF COMPLIANCE OFFICER; MANAGER OF OPERATIONS | — |
| PANVINI VINCENT ALBERT | MANAGING MEMBER | — |
| EVANS JANE K | MANAGING MEMBER/CHIEF OPERATING OFFICER | — |
| PIOTROWICZ THEODORE PETER | MANAGING MEMBER | — |
| Pam Piotrowicz | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/139830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/139830/similar
- Related entities: https://search.stillhousedata.com/firm/139830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/139830

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.