Unclaimed Profile

Steven Allen Holdsworth

LEGACY WEALTH MANAGEMENT INC·MEMPHIS, Tennessee

SIE, Series 6, Series 7, Series 63, Series 66CFP22 years registeredLEGACY 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 · 22 years registered

Brand Profile

Not yet started

Career History

SAVVY

Jun 2026 – present

FALCON WEALTH PLANNING, INC.

Sep 2024 – Jun 2026

ONTARIO, CA

FIRST PACIFIC FINANCIAL, INC.

Feb 2022 – Sep 2024

Seattle, WA

RAMSEY & ASSOCIATES INC

Oct 2020 – Jul 2022

SEATTLE, WA

FTB ADVISORS, INC.

Aug 2016 – Aug 2017

MEMPHIS, TN

ADVICE AND PLANNING SERVICES

May 2014 – Apr 2016

MEMPHIS, TN

LEGACY WEALTH MANAGEMENT INC

Apr 2004 – Dec 2013

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 1, 2004

Years registered · 22

Professional designation · CFP

Disclosure History

2018Financial·Final

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEGACY WEALTH MANAGEMENT INC

CRD 108619 · SEC 801-18073

AUM

$2.1B

Regulatory assets under management

Employees

4,258 client accounts

Services offered by LEGACY WEALTH MANAGEMENT INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEGACY WEALTH MANAGEMENT INC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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