Unclaimed Profile

Steven Allen Holdsworth

LEGACY WEALTH MANAGEMENT INC·MEMPHIS, Tennessee

Clean recordLEGACY WEALTH MANAGEMENT INC

6800 POPLAR AVENUE, MEMPHIS, TN 38138-7448CRD# 2261671Firm CRD# 108619

Profile Verification

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

Identity

Steven Allen Holdsworth · MEMPHIS, TN

Registration

CRD #2261671 · LEGACY WEALTH MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Allen Holdsworth is a registered financial advisor based in MEMPHIS, Tennessee, affiliated with LEGACY WEALTH MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LEGACY WEALTH MANAGEMENT INC

AUM

$2.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY WEALTH MANAGEMENT INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2261671

Firm CRD# 108619

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Allen Holdsworth offer?

Steven Allen Holdsworth specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MEMPHIS, Tennessee for a consultation.

What are Steven Allen Holdsworth's credentials?

Steven Allen Holdsworth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Allen Holdsworth located?

Steven Allen Holdsworth is based in MEMPHIS, Tennessee, working with LEGACY WEALTH MANAGEMENT INC. Their office serves clients in the MEMPHIS metropolitan area and surrounding communities.

How does Steven Allen Holdsworth charge for services?

Steven Allen Holdsworth'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 MANAGEMENT INC?

LEGACY WEALTH MANAGEMENT INC has approximately 21 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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