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Owner/chief Compliance Officer · Legacy Advisory Services, LLC

Martin A. Gruszka

CRD 4697790 · Named on Form ADV at one SEC-registered adviser

At a glance

Legacy Advisory Services, LLC, an SEC-registered wealth manager based in Exton, PA with $157 million in regulatory assets, lists Martin A. Gruszka on its Form ADV as Owner/chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Martin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Richard S. WiedlMember/managing Partner/investment Adviser Representative, Legacy Advisory Services, LLC
  • Adam VarrentiMember/chief Investment Officer/investment Adviser Representative, Legacy Advisory Services, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Martin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.