Adam Varrenti is a registered investment advisor, based in Exton, PA, with 20 years of industry experience.
Location
658 Exton Commons, Exton, PA, 19341
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Adam is a partner at Legacy Wealth Management, LLC, and Legacy Advisory Services, LLC.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Legacy Advisory Services, LLC
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Ridgeway & Conger, INC.Broker
September 2009 - March 2016 · 6 yrs 6 mos
Heritage Advisory Services, INC.
March 2006 - February 2008 · 1 yr 11 mos
Heritage Financial Systems, INC.Broker
May 2005 - January 2008 · 2 yrs 8 mos
Eplanning Securities, INC.Broker
November 2004 - March 2005 · 4 mos
State Registrations1 state
PA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.