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Ryan David Becker

Legacy Advisors, LLC

Plymouth Meeting, PA

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Current Employers
Legacy Advisors, Llc

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-04
  • PA RA
    APPROVED
    Since 2026-02-04

Branch Locations

5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462 • 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
M Holdings Securities, Inc. Portland OR 12/2021 Present
Sei Investments Oaks PA 11/2019 11/2021
University Of Florida Gainesville FL 08/2015 11/2019
Legacy Advisors, Llc Plymouth Meeting PA 01/2025 Present
Legacy Advisors, Llc Plymouth Meeting PA 11/2021 12/2024
  • 12/2021 → Present
    M Holdings Securities, Inc.
    Portland, OR
  • 11/2019 → 11/2021
    Sei Investments
    Oaks, PA
  • 08/2015 → 11/2019
    University Of Florida
    Gainesville, FL
  • 01/2025 → Present
    Plymouth Meeting, PA
  • 11/2021 → 12/2024
    Plymouth Meeting, PA
Other Businesses

1. Legacy Advisors, LLC; 5 Apollo Road, Suite 100 Plymouth Meeting, PA 19462; IAR of Hybrid RIA; Investment related; Client Advisor; Client Advisor provide financial advice to clients; November 29, 2021; 200 per hours/month,160 hours/month during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-14
  • S66 Uniform Combined State Law Examination
    2026-01-14

View on SEC IAPD

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