LEGACY WEALTH ADVISORS, LLC

MIAMI, Florida·3 registered advisors·CRD# 326117
SEC# 801-1287020305-808-6140
01

Firm Overview

AUM
$255M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEGACY WEALTH ADVISORS, LLC

3 registered advisors
Jeffrey Howard Rehm
MIAMI, Florida
Robert Emmett Mcnally
MIAMI, Florida
Robert M Hebble
MIAMI, Florida
05

Office Locations

MIAMI, Florida
3 advisors

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Data sourced from SEC Form ADV filings. LEGACY WEALTH ADVISORS, LLC (CRD# 326117) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.