Financial ADVSR advisor directory · SEC adviser records
Legacy Wealth Management Inc. financial advisors in Manassas, VA
Every SEC-registered investment adviser representative at a Legacy Wealth Management Inc. office in Manassas, A to Z.
The short answer
5 registered advisors work at Legacy Wealth Management Inc. in Manassas, out of 5 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Legacy Wealth Management Inc. advisors in Manassas, A to Z
Every Legacy Wealth Management Inc. advisor →- Ronald T. BolteInvestment adviser rep
- Mason CoyleInvestment adviser rep
- Eian LomashInvestment adviser rep
- Jamshid SharifiInvestment adviser rep
- Zara SharifiInvestment adviser rep
Legacy Wealth Management Inc. advisors in every city and state →Legacy Wealth Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Manassas
All Manassas advisors →Savant Wealth Management 6Truist Advisory Services, Inc. 5Ameriprise Financial Services, LLC 4Cambridge Investment Research Advisors, Inc. 4Edward Jones 4Mutual Of Omaha Investor Services, Inc. 3Onedigital 3Pfs Investments Inc. 3State Farm Investment Management Corp. 3
Questions
How many financial advisors does Legacy Wealth Management Inc. have in Manassas?
5 investment adviser representatives are registered at Legacy Wealth Management Inc. offices in Manassas, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Legacy Wealth Management Inc. one of the largest advisor employers in Manassas?
Legacy Wealth Management Inc. ranks number 2 in Manassas by registered advisors; Savant Wealth Management has the most, with 6.
How do I check a Legacy Wealth Management Inc. advisor in Manassas?
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 Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.