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Tony Larry Alarcon

LEHRER MANAGEMENT CO INC·CUPERTINO, California
Series 7, Series 6319 years registeredLEHRER MANAGEMENT CO INC
20400 STEVENS CREEK BLVD., SUITE 230, CUPERTINO, CA 95014CRD# 2593019Firm CRD# 107995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tony Larry Alarcon · CUPERTINO, CA
Registration
CRD #2593019 · LEHRER MANAGEMENT CO INC · 19 years registered
Brand Profile
Not yet started
01

Career History

LEGACY WEALTH CAPITAL, LLC.
Jan 2018present
LEGACY WEALTH CAPITAL, LLC.
Jul 2015Dec 2017
LOS GATOS, CA
LEGACY WEALTH SERVICES, LLC
Jan 2012Dec 2014
LOS GATOS, CA
Aug 2011Oct 2012
CUPERTINO, CA
LEGACY WEALTH SERVICES, LLC
Aug 2010Dec 2011
LOS GATOS, CA
PRIVATE ASSET ADVISORS, INC.
Jan 2010Aug 2010
PALO ALTO, CA
LEGACY WEALTH
Sep 2009Mar 2010
PALO ALTO, CA
LEGACY WEALTH SERVICES, LLC
Apr 2009Dec 2009
LOS GATOS, CA
LEGACY WEALTH SERVICES, LLC
Apr 2007Dec 2008
LOS GATOS, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 4, 2007
Years registered · 19
03

Disclosure History

1991Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
LEHRER MANAGEMENT CO INC
CRD 107995 · SEC 801-55473
AUM
$3M
Regulatory assets under management
Employees
4
4 client accounts
Services offered by LEHRER MANAGEMENT CO INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Tony Larry Alarcon offer?
Tony Larry Alarcon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUPERTINO, California for a consultation.
What are Tony Larry Alarcon's credentials?
Tony Larry Alarcon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tony Larry Alarcon located?
Tony Larry Alarcon is based in CUPERTINO, California, working with LEHRER MANAGEMENT CO INC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does Tony Larry Alarcon charge for services?
Tony Larry Alarcon's firm is compensated through percentage of aum, hourly charges, other: fees are occasionally negotiated.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEHRER MANAGEMENT CO INC?
LEHRER MANAGEMENT CO INC has approximately 4 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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