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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Legacy Wealth Management, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Legacy Wealth Management, LLC office in California, by city and A to Z.

The short answer

11 registered advisors work at Legacy Wealth Management, LLC in California, out of 49 nationwide; it's the firm's number 2 state by advisors, and the most are in Newport Beach (2). 0 list the CFP designation and 0 are also registered broker representatives.

Legacy Wealth Management, LLC advisors by city in California

Every firm in California →

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

Legacy Wealth Management, LLC advisors in California, A to Z

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Legacy Wealth Management, LLC advisors in every state →Legacy Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Legacy Wealth Management, LLC in other states

Idaho 22Texas 5Florida 4Utah 3

Questions

How many Legacy Wealth Management, LLC financial advisors are in California?

11 investment adviser representatives are registered at Legacy Wealth Management, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 49 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

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

Newport Beach, with 2, then Pleasanton (2). Legacy Wealth Management, LLC has advisors in 9 cities in California.

How do I check a Legacy Wealth Management, LLC advisor in California?

Each advisor below 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. Advisors are listed at the city of the Legacy Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.