Theodore Piotrowicz has been Managing Board Member of Legacy Advisors since January 2019, 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 · 12 yearsPlymouth Meeting, PA · Adviser representative · Firm CRD 139830
Investment adviser representative registrations
Theodore Piotrowicz is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from November 2013; the most recent is Texas, in November 2015.
- PennsylvaniaSince 25 November 2013
- TexasResidentSince 23 November 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 November 2013 |
| Series 24 | General Securities Principal Examination | 1 October 2013 |
| Series 7 | General Securities Representative Examination | 27 August 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Theodore Peter Piotrowicz
- CRD
- 6088712
- Firm
- Legacy Advisors · CRD 139830
- Role
- Managing Board Member
- Office
- 5 APOLLO ROAD, SUITE 100, Plymouth Meeting, PA 19462
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Theodore Piotrowicz work?
Theodore Piotrowicz has been Managing Board Member of Legacy Advisors, LLC since January 2019, and is a control person of the firm.
Is Theodore Piotrowicz a financial advisor?
Yes. Theodore Piotrowicz has a current investment-adviser registration in Pennsylvania and Texas, through Legacy Advisors since November 2013.
How many years of experience does Theodore Piotrowicz have?
Theodore Piotrowicz has 13 years in the financial industry, since August 2013, across 1 adviser firm.
What exams has Theodore Piotrowicz passed?
Theodore Piotrowicz has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in August 2013. FINRA credited Theodore Piotrowicz with the SIE, which began in October 2018.
Where is Theodore Piotrowicz based?
Theodore Piotrowicz’s registered office is in Plymouth Meeting, PA.
Is Theodore Piotrowicz registered with FINRA?
Yes. Theodore Piotrowicz has a current broker registration, under CRD 6088712.
Source: FINRA BrokerCheck
How can I verify Theodore Piotrowicz’s record?
Search CRD 6088712 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Theodore Piotrowicz’s full registration record.