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Jeffrey Howard Rehm

LEGACY WEALTH ADVISORS, LLC·MIAMI, Florida
Unclaimed Profile
801 BRICKELL AVENUE, MIAMI, FL 33131CRD# 2930552Firm CRD# 326117
01

About

Jeffrey Howard Rehm is a registered financial advisor based in MIAMI, Florida, affiliated with LEGACY WEALTH ADVISORS, 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
03

Firm Overview

Firm
LEGACY WEALTH ADVISORS, LLC
LEGACY WEALTH ADVISORS, LLC
AUM
$255M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at LEGACY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2930552
Firm CRD# 326117
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Howard Rehm offer?
Jeffrey Howard Rehm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Jeffrey Howard Rehm's credentials?
Jeffrey Howard Rehm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Howard Rehm located?
Jeffrey Howard Rehm is based in MIAMI, Florida, working with LEGACY WEALTH ADVISORS, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Jeffrey Howard Rehm charge for services?
Jeffrey Howard Rehm's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY WEALTH ADVISORS, LLC?
LEGACY WEALTH ADVISORS, LLC has approximately 10 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEGACY WEALTH ADVISORS, LLC

Robert Emmett Mcnally
MIAMI, FL
Robert M Hebble
MIAMI, FL

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