Michael Piotrowicz has been Managing Board Member of Legacy Advisors since January 2008, is a control person of the firm and directly owns under 5% of it.
Legacy Advisors, LLC is a Plymouth Meeting, PA firm with $5.17B under management, 317 clients and 25 advisers in one office, as of its March 2026 filing.
- Legacy Advisors, LLCCurrent– present · 20 yearsPlymouth Meeting, PA · Adviser representative · Firm CRD 139830
Investment adviser representative registrations
Michael Piotrowicz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2006; the most recent is Texas, in June 2013.
- PennsylvaniaSince 26 July 2006
- TexasResidentSince 18 June 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22TO | Direct Participation Programs Representative Examination | 2 January 2023 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 29 April 2002 |
| Series 7 | General Securities Representative Examination | 15 April 1989 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 March 1980 |
| Series 1 | Registered Representative Examination | 11 February 1980 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Registered Representative Examination
- Full name
- Michael Theodore Piotrowicz
- CRD
- 704637
- Firm
- Legacy Advisors · CRD 139830
- Role
- Managing Board Member
- Office
- 401 PLYMOUTH ROAD, SUITE 150, Plymouth Meeting, PA 19462
- Registration
- Investment adviser and broker registrations
- In the industry since
- February 1980
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Michael Piotrowicz work?
Michael Piotrowicz has been Managing Board Member of Legacy Advisors, LLC since January 2008, and is a control person of the firm.
Is Michael Piotrowicz a financial advisor?
Yes. Michael Piotrowicz has a current investment-adviser registration in Pennsylvania and Texas, through Legacy Advisors since July 2006.
How many years of experience does Michael Piotrowicz have?
Michael Piotrowicz has 46 years in the financial industry, since February 1980, across 1 adviser firm.
What exams has Michael Piotrowicz passed?
Michael Piotrowicz has passed 6 licensing exams: the Series 1, Series 63, Series 7, Series 24, Series 22TO and Series 6TO. The earliest, the Series 1, was passed in February 1980. FINRA credited Michael Piotrowicz with the SIE, which began in October 2018.
Where is Michael Piotrowicz based?
Michael Piotrowicz’s registered office is in Plymouth Meeting, PA.
Is Michael Piotrowicz registered with FINRA?
Yes. Michael Piotrowicz has a current broker registration, under CRD 704637.
Source: FINRA BrokerCheck
How can I verify Michael Piotrowicz’s record?
Search CRD 704637 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Piotrowicz’s full registration record.