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Inactive

Robert Francis Wurster

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 2024-04-08
  • PA RA
    APPROVED
    Since 2024-04-08

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
Domani Wealth Lancaster PA 01/2021 05/2021
Lebanon Valley College Annville PA 08/2017 05/2021
Door Dash Lebanon PA 08/2020 11/2020
Champion's Skating Arena Cromwell CT 12/2016 03/2017
Unemployed Cromwell CT 09/2016 03/2017
Unemployed Doylestown PA 04/2017 07/2017
Savant Wealth Management Rockford IL 05/2023 Present
Domani Wealth Lancaster PA 01/2019 08/2019
Student Annville PA 04/2014 05/2021
Savant Wealth Management Lancaster PA 06/2021 03/2024
Legacy Advisors Plymouth Meeting PA 04/2024 Present
Legacy Advisors, Llc Plymouth Meeting PA 04/2024 Present
  • 01/2021 → 05/2021
    Domani Wealth
    Lancaster, PA
  • 08/2017 → 05/2021
    Lebanon Valley College
    Annville, PA
  • 08/2020 → 11/2020
    Door Dash
    Lebanon, PA
  • 12/2016 → 03/2017
    Champion's Skating Arena
    Cromwell, CT
  • 09/2016 → 03/2017
    Unemployed
    Cromwell, CT
  • 04/2017 → 07/2017
    Unemployed
    Doylestown, PA
  • 05/2023 → Present
    Savant Wealth Management
    Rockford, IL
  • 01/2019 → 08/2019
    Domani Wealth
    Lancaster, PA
  • 04/2014 → 05/2021
    Student
    Annville, PA
  • 06/2021 → 03/2024
    Savant Wealth Management
    Lancaster, PA
  • 04/2024 → Present
    Legacy Advisors
    Plymouth Meeting, PA
  • 04/2024 → Present
    Legacy Advisors, Llc
    Plymouth Meeting, PA
Previous Registrations
  • 2023-05-12 → 2024-03-21
    Savant Wealth Management
    Lancaster, PA
    Rockford, IL
  • 2023-04-30 → 2023-08-04
    Domani Wealth, Llc
    Lancaster, PA
Other Businesses

Treasurer of Lancaster Polo Club

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-29
  • S65 Uniform Investment Adviser Law Examination
    2023-04-29
Other Names
  • Bobby Wurster
  • Robert F Wurster

View on SEC IAPD

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