← Tributary

LEGACY ADVISORY SERVICES, LLC

EXTON, PA · CRD 147173 · IAPD ↗ · legacyadvisorypa.com · 610-524-6801

$156.9MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — LEGACY ADVISORY SERVICES, LLC now reports custody of client assets ($74.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
42
June 2024 — LEGACY ADVISORY SERVICES, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.