Vincent Panvini 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 · 19 yearsPlymouth Meeting, PA · Adviser representative · Firm CRD 139830
Investment adviser representative registrations
Vincent Panvini is registered as an investment adviser representative in 2 states. Each was approved in November 2006.
- New JerseySince 8 November 2006
- PennsylvaniaSince 8 November 2006
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 January 2002 |
| Series 7 | General Securities Representative Examination | 9 August 2001 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Vincent Albert Panvini
- CRD
- 3031670
- 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
- August 2001
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Vincent Panvini work?
Vincent Panvini has been Managing Board Member of Legacy Advisors, LLC since January 2008, and is a control person of the firm.
Is Vincent Panvini a financial advisor?
Yes. Vincent Panvini has a current investment-adviser registration in New Jersey and Pennsylvania, through Legacy Advisors since November 2006.
How many years of experience does Vincent Panvini have?
Vincent Panvini has 25 years in the financial industry, since August 2001, across 1 adviser firm.
What exams has Vincent Panvini passed?
Vincent Panvini has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2001. FINRA credited Vincent Panvini with the SIE, which began in October 2018.
Where is Vincent Panvini based?
Vincent Panvini’s registered office is in Plymouth Meeting, PA.
Is Vincent Panvini registered with FINRA?
Yes. Vincent Panvini has a current broker registration, under CRD 3031670.
Source: FINRA BrokerCheck
How can I verify Vincent Panvini’s record?
Search CRD 3031670 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Vincent Panvini’s full registration record.