Angela Stewart has been Chief Compliance Officer of Legacy Solutions since September 2022, is a control person of the firm and directly owns under 5% of it.
Legacy Solutions, LLC is a Kennett Square, PA firm with $244M under management, 249 clients and 3 advisers across 3 offices, as of its March 2026 filing.
Maria Stewart is Chief Compliance Officer of Legacy Solutions. Stewart entered the business straight out of high school as an office admin and went on to gain insurance and securities registrations and become a Notary Public. Stewart started working as an assistant over 30 years ago and joined Legacy Solutions when it was first established in 2002.
No adviser firm registrations are on Angela Stewart’s record.
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 2014 |
| Series 7 | General Securities Representative Examination | 24 September 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Angela Maria Stewart
- CRD
- 2580018
- Firm
- Legacy Solutions · CRD 323360
- Role
- Chief Compliance Officer
- Registration
- Broker registration; no current adviser registration
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacysolutions.org
Where does Angela Stewart work?
Angela Stewart has been Chief Compliance Officer of Legacy Solutions, LLC since September 2022, and is a control person of the firm.
Does Angela Stewart have a current investment-adviser registration?
Angela Stewart has a current broker registration and no current investment-adviser registration.
What exams has Angela Stewart passed?
Angela Stewart has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in September 2003. FINRA credited Angela Stewart with the SIE, which began in October 2018.
Is Angela Stewart registered with FINRA?
Yes. Angela Stewart has a current broker registration, under CRD 2580018.
Source: FINRA BrokerCheck
How can I verify Angela Stewart’s record?
Search CRD 2580018 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Angela Stewart’s full registration record.
