Unclaimed Profile

Elizabeth Anne Legacy

REALTA INVESTMENT ADVISORS, INC·WILMINGTON, Delaware

REALTA INVESTMENT ADVISORS, INC

1201 N. ORANGE STREET, WILMINGTON, DE 19801CRD# 4368139Firm CRD# 134952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Elizabeth Anne Legacy · WILMINGTON, DE

Registration

CRD #4368139 · REALTA INVESTMENT ADVISORS, INC

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Elizabeth Anne Legacy is a registered financial advisor based in WILMINGTON, Delaware, affiliated with REALTA INVESTMENT ADVISORS, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Elizabeth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elizabeth is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

REALTA INVESTMENT ADVISORS, INC

AUM

$800M

Regulatory assets under management

Employees

Total firm employees

View all advisors at REALTA INVESTMENT ADVISORS, INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4368139

Firm CRD# 134952

View on FINRA BrokerCheck →

Looking for a financial advisor in WILMINGTON?

Browse all registered financial advisors in WILMINGTON, Delaware or claim this profile if it's yours.

Browse WILMINGTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Elizabeth Anne Legacy offer?

Elizabeth Anne Legacy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILMINGTON, Delaware for a consultation.

What are Elizabeth Anne Legacy's credentials?

Elizabeth Anne Legacy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Anne Legacy located?

Elizabeth Anne Legacy is based in WILMINGTON, Delaware, working with REALTA INVESTMENT ADVISORS, INC. Their office serves clients in the WILMINGTON metropolitan area and surrounding communities.

How does Elizabeth Anne Legacy charge for services?

Elizabeth Anne Legacy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is REALTA INVESTMENT ADVISORS, INC?

REALTA INVESTMENT ADVISORS, INC has approximately 83 employees and manages $800M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →