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President, Chief Compliance Officer · Legacy Consulting Group

Steven G. Wachs

CRD 1025803 · Named on Form ADV at one SEC-registered adviser

At a glance

Legacy Consulting Group, an SEC-registered wealth manager based in Plano, TX with $379 million in regulatory assets, lists Steven G. Wachs on its Form ADV as President, Chief Compliance Officer, a control person.

Firms and roles

  • Legacy Consulting GroupPresident, Chief Compliance OfficerWealth manager · Plano, TX · $379M in regulatory assets

AtlasMembers

Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.