LA
LEGACY ADVISORS, LLC
SEC RegisteredPLYMOUTH MEETING, PAhttps://legacyadvice.com610-943-3000
Assets Under Management
$5B–$25B
Employees
50
Office Locations
1 office
Total Accounts
2297
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 24 | $93M |
| High Net Worth Individuals | 282 | $4.8B |
| State/Municipal Entities | 6 | — |
0 total clients reported on Form ADV.
Leadership
Michael Theodore Piotrowicz
MANAGING MEMBER
John Edward Krol
MANAGING MEMBER
Vincent Albert Panvini
MANAGING MEMBER
Jane K Evans
MANAGING MEMBER/CHIEF OPERATING OFFICER
Theodore Peter Piotrowicz
MANAGING MEMBER
Office locations
1 office in 1 state
PA
PLYMOUTH MEETINGHQ
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
CRD number
#139830
SEC Number
801-66582
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
legacyadvice.comPhone
610-943-3000Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEGACY ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.