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Miralda Gingrich

LEGEND ADVISORY, LLC·PALM BEACH GARDENS, Florida
Series 99, Series 6, Series 63Clean recordLEGEND ADVISORY, LLC
4600 EAST PARK DRIVE, PALM BEACH GARDENS, FL 33410-4258CRD# 1985431Firm CRD# 104761

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Miralda Gingrich · PALM BEACH GARDENS, FL
Registration
CRD #1985431 · LEGEND ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Miralda Gingrich is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with LEGEND ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
LEGEND ADVISORY, LLC
LEGEND ADVISORY, LLC
AUM
$1.9B
Regulatory assets under management
Employees
303
Total firm employees
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Other: A PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 1985431
Firm CRD# 104761
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Miralda Gingrich offer?
Miralda Gingrich specializes in Investment Management. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Miralda Gingrich's credentials?
Miralda Gingrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Miralda Gingrich located?
Miralda Gingrich is based in PALM BEACH GARDENS, Florida, working with LEGEND ADVISORY, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Miralda Gingrich charge for services?
Miralda Gingrich's firm is compensated through percentage of aum, other: a percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGEND ADVISORY, LLC?
LEGEND ADVISORY, LLC has approximately 303 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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