AdvisorOS Directory
Claim Profile
TS

Tammy Lynn Surratt

LEGACY FAMILY OFFICE, LLC·ESTERO, Florida
Unclaimed Profile
23160 FASHION DRIVE, ESTERO, FL 33928CRD# 4371065Firm CRD# 147160
01

About

Tammy Lynn Surratt is a registered financial advisor based in ESTERO, Florida, affiliated with LEGACY FAMILY OFFICE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEGACY FAMILY OFFICE, LLC
LEGACY FAMILY OFFICE, LLC
AUM
$34M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEGACY FAMILY OFFICE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4371065
Firm CRD# 147160
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ESTERO?

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

Browse ESTERO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Tammy Lynn Surratt offer?
Tammy Lynn Surratt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ESTERO, Florida for a consultation.
What are Tammy Lynn Surratt's credentials?
Tammy Lynn Surratt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tammy Lynn Surratt located?
Tammy Lynn Surratt is based in ESTERO, Florida, working with LEGACY FAMILY OFFICE, LLC. Their office serves clients in the ESTERO metropolitan area and surrounding communities.
How does Tammy Lynn Surratt charge for services?
Tammy Lynn Surratt's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY FAMILY OFFICE, LLC?
LEGACY FAMILY OFFICE, LLC has approximately 1 employees and manages $34M 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 →
Other advisors in ESTERO
Jeffrey N Vinik — DREAMIT VENTURES 1, LLCMichael Ray Davis — TERRACAP MANAGEMENT LLCScott Randal Schatzle — MUTUAL TRUST ADVISORY GROUP, INC.Douglas William Finley — FINLEY WEALTH MANAGEMENT, LLCSteven Welch — DREAMIT VENTURES 1, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile