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Chief Compliance Officer/director of Finance · Legacy Advisors, LLC

Matthew J. Sgro

CRD 6046266 · Named on Form ADV at one SEC-registered adviser

At a glance

Legacy Advisors, LLC, an SEC-registered wealth manager based in Plymouth Meeting, PA with $5.2 billion in regulatory assets, lists Matthew J. Sgro on its Form ADV as Chief Compliance Officer/director of Finance.

Firms and roles

  • Legacy Advisors, LLCChief Compliance Officer/director of FinanceWealth manager · Plymouth Meeting, PA · $5.2B in regulatory assets

AtlasMembers

Matthew’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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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

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