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Jamshid Sharifi

LEGACY WEALTH MANAGEMENT INC.·MANASSAS, Virginia
Clean recordLEGACY WEALTH MANAGEMENT INC.
10432 BALLS FORD ROAD #100, MANASSAS, VA 20109CRD# 6411375Firm CRD# 173453

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jamshid Sharifi · MANASSAS, VA
Registration
CRD #6411375 · LEGACY WEALTH MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jamshid Sharifi is a registered financial advisor based in MANASSAS, Virginia, affiliated with LEGACY WEALTH MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
LEGACY WEALTH MANAGEMENT INC.
LEGACY WEALTH MANAGEMENT INC.
AUM
$142M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LEGACY WEALTH MANAGEMENT INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6411375
Firm CRD# 173453
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jamshid Sharifi offer?
Jamshid Sharifi specializes in Financial Planning, Investment Management. Contact their office in MANASSAS, Virginia for a consultation.
What are Jamshid Sharifi's credentials?
Jamshid Sharifi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jamshid Sharifi located?
Jamshid Sharifi is based in MANASSAS, Virginia, working with LEGACY WEALTH MANAGEMENT INC.. Their office serves clients in the MANASSAS metropolitan area and surrounding communities.
How does Jamshid Sharifi charge for services?
Jamshid Sharifi'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 6 employees and manages $142M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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