Matthew Sgro is not listed as a control person, but directly owns under 5% of Legacy Advisors.
Legacy Advisors is an investment adviser based in Plymouth Meeting, PA, registered with the SEC since 2006. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and charitable organizations. Its regulatory assets under management total $5.17 billion, as filed on 26 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6046266
- Firm
- Legacy Advisors · CRD 139830
- Role
- Chief Compliance Officer/Director of Finance
- In role since
- May 2020 · 6 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Plymouth Meeting, PA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew Sgro work?
Matthew Sgro has been Chief Compliance Officer/Director of Finance of Legacy Advisors, LLC since May 2020.
How can I verify Matthew Sgro’s record?
Matthew Sgro’s role is listed on Legacy Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 139830.