Ciara Price has been Chief Operating Officer, Member of Legacy Solutions since September 2022, is a control person of the firm and directly owns between 5% and 10% 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.
Ciara Danese Price is Partner and Chief Operating Officer of Legacy Solutions. Price started with the firm well over a decade ago while in college, and the role has evolved from administrative assistant into a financial planner and Chief Operating Officer.
Ciara Price’s longest registration is the current one, 11 years at Lincoln Investment since 2015.
- Legacy Solutions, LLCCurrent– present · 3 yearsKennett Square, PA · Adviser representative · Firm CRD 323360
- Capital AnalystsAlso current– present · 9 yearsKennett Square, PA · Adviser representative · Firm CRD 162200
- Lincoln InvestmentAlso current– present · 11 yearsKennett Square, PA · Adviser representative · Firm CRD 519
Professional designations
Listed by Legacy Solutions
- CFP®
Investment adviser representative registrations
Ciara Price is registered as an investment adviser representative in Pennsylvania, since January 2015.
- PennsylvaniaSince 9 January 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 October 2014 |
| Series 7 | General Securities Representative Examination | 22 April 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ciara Danese Price
- CRD
- 5716356
- Firm
- Legacy Solutions · CRD 323360
- Role
- Chief Operating Officer, Member
- Office
- 206 N UNION ST, Kennett Square, PA 19348
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- legacysolutions.org
Where does Ciara Price work?
Ciara Price has been Chief Operating Officer, Member of Legacy Solutions, LLC since September 2022, and is a control person of the firm.
Is Ciara Price a financial advisor?
Yes. Ciara Price has a current investment-adviser registration in Pennsylvania, through Legacy Solutions since November 2022.
How many years of experience does Ciara Price have?
Ciara Price has 13 years in the financial industry, since April 2013, across 3 adviser firms.
What exams has Ciara Price passed?
Ciara Price has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2013. FINRA credited Ciara Price with the SIE, which began in October 2018.
Where is Ciara Price based?
Ciara Price’s registered office is in Kennett Square, PA.
Is Ciara Price registered with FINRA?
Yes. Ciara Price has a current broker registration, under CRD 5716356.
Source: FINRA BrokerCheck
Is Ciara Price a CFP?
Legacy Solutions lists Ciara Price with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Ciara Price’s record?
Search CRD 5716356 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Ciara Price’s full registration record.
