Martin Andrew Gruszka
Investment adviser representative at Legacy Advisory Services, LLC
18 yearsExperience
1 stateRegistered in
$156.9MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Fortune Financial Services, Inc.Mar 2018 to now
- Legacy Advisory Services, LLCMar 2008 to now
- Legacy Wealth Management, LLCMar 2008 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (PA).
Legacy Advisory Services, LLC
$156.9MAssets managed
123Clients
3Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4697790
- Firm CRD
- 147173