LEGACY SOLUTIONS, LLC

LEGACY SOLUTIONS, LLC of KENNETT SQUARE, PA is an SEC-registered investment adviser (CRD 323360). Regulatory assets under management: $243.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (9)

NameRoleLocation
Jeffrey Ryan HallMEMBER
Ciara Danese PriceCHIEF OPERATING OFFICER, MEMBER
Angela Maria StewartCHIEF COMPLIANCE OFFICERKennett Square, PA
Daniel Carmen DanesePRESIDENT
HALL JEFFREY RYANMEMBER
PRICE CIARA DANESECHIEF OPERATING OFFICER, MEMBER
STEWART ANGELA MARIACHIEF COMPLIANCE OFFICER
DANESE DANIEL CARMENPRESIDENT
Danese Price CIARACHIEF OPERATING OFFICER, MEMBER

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