Legacy Advisors
47yrs
Top advisor by experience in Plymouth Meeting
25yrs
Stuart Leibowitz is a fiduciary financial advisor in Plymouth Meeting, Pennsylvania, with 25 years in the industry. Stuart joined SPC in 2006, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 78 advisors with offices in Plymouth Meeting, and one of 65 fiduciaries.
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office4066 Butler Pike, Plymouth Meeting, PA 19462
FirmSPC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$192,080
Advisors at the firm475
States licensed ?1 state
Services through SPC
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2006 – nowSPCCurrent firm
Contact Stuart
(734) 663-1611Firm headquarters in Ann Arbor, MI. Ask for Stuart. 4066 Butler PikePlymouth Meeting, PA 19462Office · Get directions
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Questions to ask Stuart
Tailored to Stuart’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stuart
How do I contact Stuart?
Call SPC at (734) 663-1611 and ask for Stuart Leibowitz. Stuart works from the Plymouth Meeting, PA office.
How long has Stuart been a financial advisor?
Stuart has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Stuart hold?
Series 66. Tap any license on this page to see what it allows.
Is Stuart a fiduciary?
Stuart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stuart paid?
SPC reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Stuart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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