Legacy Advisors, LLC

CRD 139830 · Plymouth Meeting, PA · $5.2B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 139830
SEC number: 801-66582
Firm type: RIA
Assets under management: $5.2B as of Mar 26, 2026
Website: www.legacyadvice.com ↗
Phone: 610-943-3000
Address: 5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462

Advisors at this firm

18 in our index · page 1 of 1

Joshua Paul BarnesCRD 8191650 · Plymouth Meeting, PA

IA Registered
Ryan David BeckerCRD 7481182 · Plymouth Meeting, PA

IA RegisteredBroker
Patrick Ryan DevlinCRD 7063252 · Plymouth Meeting, PA

IA RegisteredBroker
John Keegan EinspanierCRD 6068763 · Plymouth Meeting, PA

IA RegisteredBroker
Joseph Thomas FabrizioCRD 6358430 · Plymouth Meeting, PA

IA RegisteredBroker
Thomas Richard HoltCRD 1114182 · Plymouth Meeting, PA

IA RegisteredRegistration inactive
Kelly Marie HansenCRD 6966186 · Plymouth Meeting, PA

IA RegisteredRegistration inactive
John Edward KrolCRD 2580228 · Plymouth Meeting, PA

IA RegisteredBroker
Steven Paul MignognaCRD 5421485 · Plymouth Meeting, PA

IA RegisteredBroker

Disclosure event(s) on record
Vincent Albert PanviniCRD 3031670 · Plymouth Meeting, PA

IA RegisteredBroker
Kevin Michael PiotrowiczCRD 6363647 · Plymouth Meeting, PA

IA RegisteredBroker
Michael Theodore PiotrowiczCRD 704637 · Plymouth Meeting, PA

IA RegisteredBroker
Theodore Peter PiotrowiczCRD 6088712 · Plymouth Meeting, PA

IA RegisteredBroker
Ryan Joseph RabinowitzCRD 5773422 · Plymouth Meeting, PA

IA RegisteredBroker
Thomas Francis RileyCRD 4044203 · Plymouth Meeting, PA

IA RegisteredBroker
John Mcpoland SteigerwaldCRD 4453032 · Plymouth Meeting, PA

IA RegisteredBroker
Jared Uribe-SullivanCRD 6108607 · Plymouth Meeting, PA

IA RegisteredRegistration inactive
Robert Francis WursterCRD 7722693 · Plymouth Meeting, PA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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