What departments does Legacy Advisors have?

Legacy Advisors has employees across 10 departments including Finance, Operations, Legal, Analytics, Marketing.

What is the largest department at Legacy Advisors?

The largest department at Legacy Advisors is Operations with 4 employees.

Where are Legacy Advisors employees located globally?

Legacy Advisors has employees across 4 continents and 6 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Mexico, Australia, Hong Kong.

How has Legacy Advisors's team size changed over time?

Legacy Advisors's team has decreased from approximately 50 to 43 employees based on available data.

Legacy Advisors Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Legacy Advisors operates in the financial services sector, providing investment advisory services through its independent affiliate and handling securities through a registered broker-dealer. Advisory services are provided by Legacy Advisors, LLC, while securities transactions are conducted via M Holdings Securities, Inc. The firm emphasizes helping clients achieve peace of mind by acting with integrity, organizing both business and personal affairs, and assisting them in building a lasting legacy aligned with values, family, and community. Based in Plymouth Meeting, Pennsylvania, the firm serves a regional client base as a mid-sized financial services provider. Its structure reflects a dual approach to client needs, with separate entities handling advisory and brokerage services.

Legacy Advisors Global Highlights

North America
78

United States Of America
77
Mexico
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

Legacy Advisors's Leadership

R. H.
Chief Investment Strategist
Mobile Phone
Email
T. H.
Partner
Mobile Phone
Email
M. S.
Director Of Finance & Chief Compliance Officer
Mobile Phone
Email
J. B.
Controller
Mobile Phone
Email
K. H.
Operations Manager
Mobile Phone
Email
B. R.
Legal & Tax Strategist/Wealth Planning Group Manager
Mobile Phone
Email
J. U.
Investment Analyst, Portfolio Manager
Mobile Phone
Email
C. J. M.
Operations And Client Service Manager
Mobile Phone
Email

Legacy Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Community & Social Services
Accounting
Other
Arts & Design

Contact profiles from Legacy Advisors

Name

Title

Contact Info

Location

Last Update

T. H.
Partner
Mobile Phone
Email
United StatesConnecticut
Jun 22, 2026
M. S.
Director Of Finance & Chief Compliance Officer
Mobile Phone
Email
United StatesNew Jersey
Jun 26, 2026
R. H.
Chief Investment Strategist
Mobile Phone
Email
United States
Jan 02, 2026
J. B.
Controller
Mobile Phone
Email
United StatesPennsylvania
Jul 01, 2026
K. H.
Operations Manager
Mobile Phone
Email
United StatesMississippi
Apr 14, 2026
B. R.
Legal & Tax Strategist/Wealth Planning Group Manager
Mobile Phone
Email
United StatesPennsylvania
Jun 08, 2026
J. U.
Investment Analyst, Portfolio Manager
Mobile Phone
Email
United StatesPennsylvania
Jan 02, 2026
C. J. M.
Operations And Client Service Manager
Mobile Phone
Email
UNITED STATES
Mar 07, 2023
J. B.
Portfolio Manager
Mobile Phone
Email
United Kingdom
Oct 17, 2024
J. U.
Investment Analyst / Portfolio Manager
Mobile Phone
Email
United States
Jun 08, 2026

Frequently Asked Questions

What is Legacy Advisors known for?

Legacy Advisors was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 5 Apollo Road Suite 100 Plymouth Meeting, Pennsylvania United States; you can contact the main corporate office by phone at

+1-610-943-****

. Explore Legacy Advisors's company overview page for more information.

What is Legacy Advisors's most common email format?

Legacy Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisors email formats with LeadIQ.

How many employees does Legacy Advisors have currently?

Legacy Advisors has approximately 62 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are Legacy Advisors's key employees and leadership?

As of June 2026, Legacy Advisors's key employees include:

Chief Investment Strategist: R. H.
Partner: T. H.
Director Of Finance & Chief Compliance Officer: M. S.
Controller: J. B.
Operations Manager: K. H.

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Legacy Advisors Employee Directory

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