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Managing Board Member · Legacy Advisors, LLC

Michael T. Piotrowicz

CRD 704637 · 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 Michael T. Piotrowicz on its Form ADV as Managing Board Member, a control person.

Firms and roles

  • Legacy Advisors, LLCManaging Board MemberWealth manager · Plymouth Meeting, PA · $5.2B in regulatory assets

AtlasMembers

Michael’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

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