Unclaimed Profile

Adrian Michael Schau

LEGACY FINANCIAL ADVISORS, INC.·COVINGTON, Kentucky

Clean record8 years registeredLEGACY FINANCIAL ADVISORS, INC.

117 EAST FOURTH STREET, COVINGTON, KY 41011CRD# 5816814Firm CRD# 158675

Profile Verification

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

Identity

Adrian Michael Schau · COVINGTON, KY

Registration

CRD #5816814 · LEGACY FINANCIAL ADVISORS, INC. · 8 years registered

Brand Profile

Not yet started

Career History

1919 INVESTMENT COUNSEL, LLC

Apr 2023 – present

LEGACY FINANCIAL ADVISORS, INC.

Jul 2018 – Apr 2019

COVINGTON, KY

Registrations & Exams

Registration record

First registered · July 6, 2018

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL ADVISORS, INC.

CRD 158675 · SEC 801-72637

AUM

$1.1B

Regulatory assets under management

Employees

4,401 client accounts

Services offered by LEGACY FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Adrian Michael Schau offer?

Adrian Michael Schau specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Adrian Michael Schau's credentials?

Adrian Michael Schau is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adrian Michael Schau located?

Adrian Michael Schau is based in COVINGTON, Kentucky, working with LEGACY FINANCIAL ADVISORS, INC.. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Adrian Michael Schau charge for services?

Adrian Michael Schau'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 FINANCIAL ADVISORS, INC.?

LEGACY FINANCIAL ADVISORS, INC. has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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