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Martin Andrew Gruszka

Legacy Advisory Services, LLC

Exton, PA

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Current Employers
Legacy Advisory Services, Llc

658 Exton Commons, Exton, PA 19341 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2008-06-24
  • PA RA
    APPROVED
    Since 2008-06-24

Branch Locations

658 Exton Commons, Exton, PA 19341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Wealth Management, Llc Exton PA 03/2008 Present
Legacy Advisory Services, Llc Exton PA 03/2008 Present
Fortune Financial Services, Inc. Monaca PA 03/2018 Present
  • 03/2008 → Present
    Legacy Wealth Management, Llc
    Exton, PA
  • 03/2008 → Present
    Legacy Advisory Services, Llc
    Exton, PA
  • 03/2018 → Present
    Fortune Financial Services, Inc.
    Monaca, PA
Previous Registrations
Other Businesses

LEGACY WEALTH MANAGEMENT, LLC, PARTNER; LEGACY ADVISORY SERVICES, LLC., PARTNER Rep and wife own a townhome that is rented out

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-02-03
S63 Uniform Securities Agent State Law Examination 2005-04-28
  • S65 Uniform Investment Adviser Law Examination
    2006-02-03
  • S63 Uniform Securities Agent State Law Examination
    2005-04-28
Other Names
  • Marty Gruszka

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

EUAN LIVINGTON
MATTHEW J. KELLEHER
PATRICK M FARREN
BRIAN SCHWEITZER
MANDY SUE SNIDER
DOUGLAS MCALLISTER
ANDREW JAMES MASON
KYLE GADIEL

Other Offices

STRATEGIC ADVISERS LLC · EXTON, PA
TD PRIVATE CLIENT WEALTH LLC · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · EXTON, PA
COMPREHENSIVE FINANCIAL ADVISERS · EXTON, PA
COMMONWEALTH FINANCIAL NETWORK · EXTON, PA
HORNOR, TOWNSEND & KENT, LLC · EXTON, PA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Exton, PA

More in Exton, PA

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