Legacy Advisors
47yrs
Top advisor by experience in Plymouth Meeting
8yrs
Patrick Devlin has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Plymouth Meeting, Pennsylvania. After a year at Ironview Capital Management, Patrick joined Legacy Advisors in 2020, a firm offering financial planning, investment management, and retirement plan consulting. Legacy Advisors reports being 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
Experience8 years (since 2019)
How that compares ?8 years in the industry
Office5 Apollo Road, Suite 100, Plymouth Meeting, PA 19462
FirmLegacy Advisors
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$15.9 million
Advisors at the firm19
States licensed ?1 state
Services through Legacy Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- 2020 – nowLegacy Advisors, LLCCurrent firm
- Jan 2019 – Jul 2020Ironview Capital Management, LLCPreviously
Contact Patrick
(610) 943-3000Legacy Advisors main office 5 Apollo Road, Suite 100Plymouth Meeting, PA 19462Office · Get directions Firm websiteHTTP://WWW.LEGACYADVICE.COM
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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 Patrick
How do I contact Patrick?
Call Legacy Advisors at (610) 943-3000 and ask for Patrick Devlin. Patrick works from the Plymouth Meeting, PA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2019, about 8 years. 8 years in the industry.
What licenses does Patrick hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Legacy Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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