AdFi
LS

Legacy Solutions, LLC

SEC Registered
Assets Under Management
$100M–$500M
Office Locations
1 office
Total Accounts
729

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCorporations

Leadership

Ciara Danese Price
CHIEF OPERATING OFFICER, MEMBER
Angela Maria Stewart
CHIEF COMPLIANCE OFFICER
Inc. Legacy Solutions
MANAGING MEMBER
Daniel Carmen Danese
PRESIDENT

Office locations

1 office in 1 state
PA
Kennett SquareHQ

Advisors at this firm

3 advisors in the directory

Regulatory & compliance

CRD number
#323360
SEC Number
801-126819
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of March 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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 Solutions, 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Legacy Solutions in Kennett Square, PA - Fees & Services