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Joseph Thomas Fabrizio

Legacy Advisors, LLC

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About Joseph Thomas Fabrizio

Joseph Thomas Fabrizio is a financial advisor with Legacy Advisors, LLC. Joseph has been in the financial services industry since 2014. Joseph holds the Series 66, Series 6TO, SIE, and Series 7 securities licenses, and the Certified Financial Planner designation. Joseph is registered with the state of Pennsylvania.

Firm Information

Joseph Fabrizio 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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Joseph Fabrizio’s Registration & Firm History

PA

01/12/2021 - Present

Legacy Advisors, LLC (PLYMOUTH MEETING PA)

PA

10/10/2014 - 09/24/2015

HAVERFORD TRUST SECURITIES, INC. (RADNOR PA)

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Licenses & Designations

BOTH

Issued 02/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/2024

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/15/2021

SIE - Securities Industry Essentials Examination

BC

Issued 10/10/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Thomas Fabrizio.
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