Kevin Michael Piotrowicz
Investment adviser representative at Legacy Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$5.2BFirm 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
Experience
11 years in the industry.
- Legacy Advisors, LLCApr 2018 to now
- M Holdings Securities, Inc.Apr 2018 to now
- J.P. Morgan Securities LLCJul 2015 to Mar 2018
- JP Morgan Chase Bank NAJul 2015 to Mar 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (PA).
Legacy Advisors, LLC
$5.2BAssets managed
317Clients
19Advisers
20 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
- 6363647
- Firm CRD
- 139830