LEGACY SOLUTIONS, LLC
CRD #323360 SEC #801-126819 KENNETT SQUARE, PA 610-444-9920
SEC Registered
Total AUM
$192.8M
Discretionary
$192.8M
Employees
6
Clients
1
Accounts
653
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEWART, ANGELA, MARIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| LEGACY SOLUTIONS, INC. | DE | MANAGING MEMBER | E | Control |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| HALL, JEFFREY, RYAN | I | MEMBER | B | |
| Danese Price, CIARA | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
| PRICE, CIARA, DANESE | I | CHIEF OPERATING OFFICER, MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DANESE, DANIEL, CARMEN | I | LEGACY SOLUTIONS, INC. | E | Control |
| DANESE, DANIEL, CARMEN | I | LEGACY SOLUTIONS, INC. | E | Control |
| DANESE, DANIEL, CARMEN | I | LEGACY SOLUTIONS, INC. | E | Control |
| DANESE, DANIEL, CARMEN | I | LEGACY SOLUTIONS, INC. | E | Control |
| DANESE, DANIEL, CARMEN | I | LEGACY SOLUTIONS, INC. | E | Control |
| DANESE, DANIEL, CARMEN | I | LEGACY SOLUTIONS, INC. | D | Control |
| DANESE, DANIEL, CARMEN | I | LEGACY SOLUTIONS, INC. | D | Control |
Registrations
Federal
IA
Dec 12, 2025 REGISTERED
Notice Filings (3)
DE FL PA
Address
206 N UNION STKENNETT SQUARE, PA 19348
United States
Phone: 610-444-9920