Investment adviser representative · Legacy Wealth Advisors, LLC
Julian R. Dallas
CRD 8250992 · North Miami Beach, FL
At a glance
Julian R. Dallas is an investment adviser representative with Legacy Wealth Advisors, LLC in North Miami Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records.
Current advisory firm
- Legacy Wealth Advisors, LLCSince May 2026North Miami Beach, FL · $923M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Julian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Legacy Wealth Advisors, LLC
- Jason T. HathawayNewport Beach
- Jeffrey H. RehmWest Palm Beach
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