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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Management, LLC financial advisors

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

49 registered advisors work at Legacy Wealth Management, LLC, in 9 states and 27 cities; the most are in Boise, ID (17). 7 list the CFP designation and 2 are also registered broker representatives.

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

Cities with the most Legacy Wealth Management, LLC advisors

Boise, ID 17Austin, TX 2Burley, ID 2Centerville, UT 2Meridian, ID 2Newport Beach, CA 2Pleasanton, CA 2Alameda, CA 1Billings, MT 1Boynton Beach, FL 1Calabasas, CA 1Costa Mesa, CA 1Deland, FL 1Dieterich, IL 1Dripping Springs, TX 1Encino, CA 1Gilroy, CA 1Hayden, ID 1Honolulu, HI 1League City, TX 1Orem, UT 1Orlando, FL 1Phoenix, AZ 1Saint Cloud, FL 1San Diego, CA 1San Jose, CA 1Southlake, TX 1

Legacy Wealth Management, LLC advisors by state

Legacy Wealth Management, LLC in Idaho 22

Boise 17Burley 2Meridian 2Hayden 1

Legacy Wealth Management, LLC in California 11

Newport Beach 2Pleasanton 2Alameda 1Calabasas 1Costa Mesa 1Encino 1Gilroy 1San Diego 1San Jose 1

Legacy Wealth Management, LLC in Texas 5

Austin 2Dripping Springs 1League City 1Southlake 1

Legacy Wealth Management, LLC in Florida 4

Boynton Beach 1Deland 1Orlando 1Saint Cloud 1

Legacy Wealth Management, LLC in Utah 3

Centerville 2Orem 1

Legacy Wealth Management, LLC in Arizona 1

Phoenix 1

Legacy Wealth Management, LLC in Hawaii 1

Honolulu 1

Legacy Wealth Management, LLC in Illinois 1

Dieterich 1

Legacy Wealth Management, LLC in Montana 1

Billings 1

Questions

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

49 investment adviser representatives are registered with Legacy Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 9 states and 27 cities. 7 list the CFP designation and 2 are also registered as broker representatives.

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

Boise, ID, with 17 registered advisors, then Austin, TX (2). By state, Idaho has the most, with 22.

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

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