Adam Varrenti has been Member/Chief Investment Officer/Investment Adviser Representative of Legacy Advisory Services since January 2017, is a control person of the firm and directly owns between 25% and 50% of it. Adam Varrenti holds a Bachelor of Science degree in Finance from Drexel University.
Legacy Advisory Services, LLC is an Exton, PA firm with $157M under management, 123 clients and 3 advisers in one office, as of its February 2026 filing.
Adam Varrenti III is Partner/Advisor and Chief Investment Officer of Legacy Advisory Services, LLC, based in Exton, Pennsylvania. He manages client relationships and is responsible for the investment selection process for the firm's advisory business. He has spent a 15 year career constructing and optimizing personalized portfolios for clients.
Adam Varrenti’s longest registration is the current one, 18 years at Legacy Advisory Services since 2008. Before joining Legacy Advisory Services in 2008, Adam Varrenti was registered through Heritage Advisory Services, Inc.
- – present · 18 yearsExton, PA · Adviser representative · Firm CRD 147173
- Heritage Advisory Services, Inc.– · 1 yearMalvern, PA · Adviser representative · Firm CRD 119241
Investment adviser representative registrations
Adam Varrenti is registered as an investment adviser representative in Pennsylvania, since June 2008.
- PennsylvaniaSince 24 June 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 24 April 2006 |
| Series 66 | Uniform Combined State Law Examination | 1 March 2006 |
| Series 7 | General Securities Representative Examination | 29 October 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4283086
- Firm
- Legacy Advisory Services · CRD 147173
- Role
- Member/Chief Investment Officer/Investment Adviser Representative
- Office
- 658 EXTON COMMONS, Exton, PA 19341
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacyadvisorypa.com
Where does Adam Varrenti work?
Adam Varrenti has been Member/Chief Investment Officer/Investment Adviser Representative of Legacy Advisory Services, LLC since January 2017, and is a control person of the firm.
Is Adam Varrenti a financial advisor?
Yes. Adam Varrenti has a current investment-adviser registration in Pennsylvania, through Legacy Advisory Services since June 2008.
How many years of experience does Adam Varrenti have?
Adam Varrenti has 21 years in the financial industry, since May 2005, across 2 adviser firms.
What exams has Adam Varrenti passed?
Adam Varrenti has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in October 2004. FINRA credited Adam Varrenti with the SIE, which began in October 2018.
Where did Adam Varrenti work before Legacy Advisory Services?
Before Legacy Advisory Services, Adam Varrenti was registered through Heritage Advisory Services, Inc., March 2006 to February 2008.
Where is Adam Varrenti based?
Adam Varrenti’s registered office is in Exton, PA.
Is Adam Varrenti registered with FINRA?
Yes. Adam Varrenti has a current broker registration, under CRD 4283086.
Source: FINRA BrokerCheck
How can I verify Adam Varrenti’s record?
Search CRD 4283086 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Adam Varrenti’s full registration record.