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John Mcpoland Steigerwald

Legacy Advisors, LLC

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About John Mcpoland Steigerwald

John McPoland Steigerwald is a financial advisor with over 18 years of experience in the financial services industry. John is currently a Registered Representative and Investment Advisor Representative at Legacy Advisors, LLC. John has a strong background in providing investment and financial planning advice to individuals, families, and businesses. John has been with Legacy Advisors since 2012, and he is committed to providing his clients with personalized and comprehensive financial solutions.

Firm Information

John Steigerwald is currently registered with Legacy Advisors, LLC. Legacy Advisors, LLC is an investment advisor based in Plymouth Meeting, PA. They provide financial planning, pension consulting, and portfolio management services to individuals, corporations, and charitable organizations. The firm has approximately $3.6 billion in regulatory assets under management.
Legacy Advisors, LLC

5 APOLLO ROAD, SUITE 100

PLYMOUTH MEETING, PA 19462

$3.64B

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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John Steigerwald’s Registration & Firm History

PA

10/28/2013 - Present

Legacy Advisors, LLC (PLYMOUTH MEETING PA)

PA

05/28/2009 - 10/25/2010

DAS FINANCIAL SERVICES, INC. (WEST CONSHOHOCKEN PA)

DE

01/23/2002 - 06/14/2007

J.P. MORGAN SECURITIES INC. (NEWARK DE)

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Licenses & Designations

BC

Issued 10/18/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Mcpoland Steigerwald.
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