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Adam Varrenti

Legacy Advisory Services, LLC

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About Adam Varrenti

Adam Varrenti is a financial advisor with Legacy Advisory Services, LLC. Adam has been in the financial industry for 17 years and is currently registered with Pennsylvania as an Investment Advisor Representative. Previously, Adam worked for Ridgeway & Conger, Inc., Heritage Financial Systems, Inc., and EPlanning Securities, Inc. Adam has passed several industry exams, including the Series 7, Series 24, and Series 66. Adam specializes in providing financial advice to individuals and high-net-worth individuals.

Firm Information

Adam Varrenti is currently registered with Legacy Advisory Services, LLC. Legacy Advisory Services, LLC is an investment advisor based in Exton, Pennsylvania. They have 3 investment advisor representatives and 2 licensed agents and manage over $131 million in assets for 341 clients. They primarily serve individuals, with a focus on high net worth individuals and those with more than $1 million in assets. They offer financial planning and portfolio management services.
Legacy Advisory Services, LLC

658 EXTON COMMONS

EXTON, PA 19341

$131.89M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Varrenti’s Registration & Firm History

PA

06/24/2008 - Present

Legacy Advisory Services, LLC (EXTON PA)

PA

09/10/2009 - 03/21/2016

RIDGEWAY & CONGER, INC. (EXTON PA)

PA

05/17/2005 - 01/09/2008

HERITAGE FINANCIAL SYSTEMS, INC. (MALVERN PA)

CA

11/01/2004 - 03/04/2005

EPLANNING SECURITIES, INC. (ROSEVILLE CA)

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Licenses & Designations

BOTH

Issued 03/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam Varrenti.
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