Robert Francis Wurster
Investment adviser representative at Legacy Advisors, LLC
12 yearsExperience
1 stateRegistered in
$5.2BFirm assets
20 yearsFirm in business
Are you Robert Francis Wurster? Claim your profile
Contact this firm
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
12 years in the industry.
- Legacy Advisors, LLCApr 2024 to now
- Savant Wealth ManagementJun 2021 to now
- Domani WealthJan 2021 to May 2021
- Door DashAug 2020 to Nov 2020
- Domani WealthJan 2019 to Aug 2019
- Lebanon Valley CollegeAug 2017 to May 2021
- UnemployedApr 2017 to Jul 2017
- Champion's Skating ArenaDec 2016 to Mar 2017
- UnemployedSep 2016 to Mar 2017
- StudentApr 2014 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7722693
- Firm CRD
- 139830