LEGACY ADVISORY SERVICES, LLC
CRD #147173 SEC #801-128187 EXTON, PA 610-524-6801
SEC Registered
Total AUM
$142.4M
Discretionary
$142.4M
Employees
3
Clients
101
Accounts
322
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRUSZKA, MARTIN, ANDREW | I | OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| GRUSZKA, MARTIN, ANDREW | I | OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| GRUSZKA, MARTIN, ANDREW | I | OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| GRUSZKA, MARTIN, ANDREW | I | OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| GRUSZKA, MARTIN, ANDREW | I | OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| GRUSZKA, MARTIN, ANDREW | I | OWNER/CHIEF COMPLIANCE OFFICER | C | Control |
| VARRENTI, ADAM | I | MEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| VARRENTI, ADAM | I | MEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| VARRENTI, ADAM | I | MEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| VARRENTI, ADAM | I | MEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| VARRENTI, ADAM | I | MEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| VARRENTI, ADAM | I | MEMBER/CHIEF INVESTMENT OFFICER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| WIEDL, RICHARD, STEPHEN | I | MEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| WIEDL, RICHARD, STEPHEN | I | MEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| WIEDL, RICHARD, STEPHEN | I | MEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| WIEDL, RICHARD, STEPHEN | I | MEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| WIEDL, RICHARD, STEPHEN | I | MEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
| WIEDL, RICHARD, STEPHEN | I | MEMBER/MANAGING PARTNER/INVESTMENT ADVISOR REPRESENTATIVE | C | Control |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (3)
FL PA WV
Address
658 EXTON COMMONSEXTON, PA 19341
United States
Phone: 610-524-6801