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Tammy Lynn Surratt

LEGACY FAMILY OFFICE, LLC·ESTERO, Florida
Clean recordLEGACY FAMILY OFFICE, LLC
23160 FASHION DRIVE, ESTERO, FL 33928CRD# 4371065Firm CRD# 147160

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Tammy Lynn Surratt · ESTERO, FL
Registration
CRD #4371065 · LEGACY FAMILY OFFICE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Research
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