Ciara Danese Price
Investment adviser representative at Legacy Solutions, LLC
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$243.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Capital Analysts, LLCSep 2017 to now
- Lincoln Investment, LLCJan 2015 to now
- Legacy Solutions, Inc.Jun 2009 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
Legacy Solutions, LLC
$243.8MAssets managed
249Clients
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
- 5716356
- Firm CRD
- 323360