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Managing Board Member · Legacy Advisors, LLC

Theodore P. Piotrowicz

CRD 6088712 · 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 Theodore P. 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

Theodore’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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Search and export owners by title, state and firm size
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2013 (12 years)
Designations
Chartered Financial Analyst
Exams
Series 66
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

AtlasMembers

Theodore’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
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Employment history
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States they’re registered in
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Outside business activities
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When they joined their current firm, and their firm’s growth
Locked
Open Atlas free

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 Theodore’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.