Matthew James Aquilia

Employer firm

Legacy Financial Advisors, Inc. CRD 158675

$1.52B regulatory AUM 1 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Legacy Financial Advisors, Inc.

117 East Fourth Street, Covington, KY 41011 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2015-04-02

KY RA
APPROVED

Since 2015-04-02

Branch Locations

117 East Fourth Street, Covington, KY 41011 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Legacy Financial Advisors, Inc.	Covington	KY	04/2015	Present
Triad Advisors, Inc.	Norcross	GA	04/2015	Present

04/2015 → Present

Legacy Financial Advisors, Inc.

Covington, KY
04/2015 → Present

Triad Advisors, Inc.

Norcross, GA

Previous Registrations

2012-10-01 → 2015-02-26

Pnc Wealth Management Llc

Cincinnati, OH

Other Businesses

1)LEGACY FINANCIAL ADVISORS;INVESTMENT RELATED;117 E 4TH STREET,COVINGTON, KY;RIA;INVESTMENT ADVISOR;4/2015;160 HRS/MONTH;6.5 HRS DURING TRADING;ADVISE AND REVIEW CLIENTS ON INVESTMENTS/PLANNING 2)Soccer referee;not investment related;7760 Woodstone Dr,Cincinnati,OH 45244;youth soccer referee;referee;3/2018;10 hrs/month,seasonally;0 hrs during trading;referee soccer matches

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-09-28

S66 Uniform Combined State Law Examination

2012-09-28

Designations

Certified Financial Planner

Other Names

Matt Aquilia
Matthew J Aquilla
Matthew J Aquilia

View on SEC IAPD