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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Advisors, LLC financial advisors

Every SEC-registered investment adviser representative at Legacy Wealth Advisors, LLC, by the state and city of the office they work from.

3 registered advisors work at Legacy Wealth Advisors, LLC, in 2 states and 3 cities; the most are in Newport Beach, CA (1). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Legacy Wealth Advisors, LLC advisor by name →Who joined and left Legacy Wealth Advisors, LLC →Legacy Wealth Advisors, LLC: assets, clients and custodians →

Cities with the most Legacy Wealth Advisors, LLC advisors

Newport Beach, CA 1North Miami Beach, FL 1West Palm Beach, FL 1

Legacy Wealth Advisors, LLC advisors by state

Legacy Wealth Advisors, LLC in Florida 2

North Miami Beach 1West Palm Beach 1

Legacy Wealth Advisors, LLC in California 1

Newport Beach 1

Questions

How many financial advisors does Legacy Wealth Advisors, LLC have?

3 investment adviser representatives are registered with Legacy Wealth Advisors, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 2 states and 3 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Legacy Wealth Advisors, LLC have the most advisors?

Newport Beach, CA, with 1 registered advisors, then North Miami Beach, FL (1). By state, Florida has the most, with 2.

How do I find a Legacy Wealth Advisors, LLC financial advisor near me?

Pick your state below, then your city, to see every Legacy Wealth Advisors, LLC 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 Advisors, LLC 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 →