LEGACY ADVISORY SERVICES, LLC

LEGACY ADVISORY SERVICES, LLC of EXTON, PA is an SEC-registered investment adviser (CRD 147173). Regulatory assets under management: $156.9M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Martin Andrew GruszkaOWNER/CHIEF COMPLIANCE OFFICER
Richard Stephen WiedlMEMBER/MANAGING PARTNER/INVESTMENT ADVISER REPRESENTATIVE; MEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE
Adam VarrentiMEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISER REPRESENTATIVE; MEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE
GRUSZKA MARTIN ANDREWOWNER/CHIEF COMPLIANCE OFFICER
WIEDL RICHARD STEPHENMEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE
VARRENTI ADAMMEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE

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