MG
MG

Martin Gruszka

21 Years of Experience
Exton, PA
Broker

Martin Gruszka is a registered investment advisor, based in Exton, PA, with 21 years of industry experience.

Location

658 Exton Commons, Exton, PA, 19341

Get directions

History

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.

Learn about disclosures →
Other Business Activities

Martin is a partner at Legacy Wealth Management, LLC, and Legacy Advisory Services, LLC. Martin and his wife also own a rental property.

Employment History
Current Registrations
Fortune Financial Services, INC.Broker
March 2018 - Present · 8 yrs 2 mos
Legacy Advisory Services, LLC
June 2008 - Present · 17 yrs 11 mos
Previous Registrations
Ridgeway & Conger, INC.Broker
November 2009 - May 2016 · 6 yrs 6 mos
Heritage Advisory Services, INC.
February 2006 - April 2008 · 2 yrs 2 mos
Heritage Financial Systems, INC.Broker
March 2005 - March 2008 · 3 yrs
Eplanning Securities, INC.Broker
March 2004 - March 2005 · 1 yr
State Registrations1 state
PA
AdvisorBrokerBoth

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.
Martin Gruszka - Financial Advisor | TrueAdvisor