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Jamshid Sharifi

LEGACY WEALTH MANAGEMENT INC.·MANASSAS, Virginia
Series 65Clean record11 years registeredLEGACY 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. · 11 years registered
Brand Profile
Not yet started
01

Career History

LEGACY WEALTH MANAGEMENT INC.
Nov 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 4, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LEGACY WEALTH MANAGEMENT INC.
CRD 173453 · SEC 801-120709
AUM
$142M
Regulatory assets under management
Employees
6
832 client accounts
Services offered by LEGACY WEALTH MANAGEMENT INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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. →
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05

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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