Financial ADVSR advisor directory · SEC adviser records
Legacy Wealth financial advisors
Every SEC-registered investment adviser representative at Legacy Wealth, by the state and city of the office they work from.
4 registered advisors work at Legacy Wealth, in 1 state and 1 city; the most are in Woodbury, MN (4). 0 list the CFP designation and 3 are also registered broker representatives.
Search every Legacy Wealth advisor by name →Who joined and left Legacy Wealth →Legacy Wealth: assets, clients and custodians →
Cities with the most Legacy Wealth advisors
Legacy Wealth advisors by state
Questions
How many financial advisors does Legacy Wealth have?
4 investment adviser representatives are registered with Legacy Wealth, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 0 list the CFP designation and 3 are also registered as broker representatives.
Where does Legacy Wealth have the most advisors?
Woodbury, MN, with 4 registered advisors. By state, Minnesota has the most, with 4.
How do I find a Legacy Wealth financial advisor near me?
Pick your state below, then your city, to see every Legacy Wealth advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Legacy Wealth offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →