# LEGACY SOLUTIONS, LLC

LEGACY SOLUTIONS, LLC of KENNETT SQUARE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 323360
- Type: SEC-registered investment adviser
- SEC file number: 801-126819
- Location: 206 N UNION ST, KENNETT SQUARE, PA, 19348
- Phone: 610-444-9920
- Latest filing: 2026-03-21
- Regulatory AUM: $243.8M
- Discretionary AUM: $243.8M
- Clients: 6
- Accounts: 729

## Business model

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

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Ryan Hall | MEMBER | — |
| Ciara Danese Price | CHIEF OPERATING OFFICER, MEMBER | — |
| Angela Maria Stewart | CHIEF COMPLIANCE OFFICER | Kennett Square, PA |
| Daniel Carmen Danese | PRESIDENT | — |
| HALL JEFFREY RYAN | MEMBER | — |
| PRICE CIARA DANESE | CHIEF OPERATING OFFICER, MEMBER | — |
| STEWART ANGELA MARIA | CHIEF COMPLIANCE OFFICER | — |
| DANESE DANIEL CARMEN | PRESIDENT | — |
| Danese Price CIARA | CHIEF OPERATING OFFICER, MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323360/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323360/similar
- Related entities: https://search.stillhousedata.com/firm/323360/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323360

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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.