LEGEND ADVISORY, LLC

PALM BEACH GARDENS, Florida·7 registered advisors·CRD# 104761
SEC# 801-13887121(866) 774-8671
01

Firm Overview

AUM
$1.9B
Regulatory assets under management
Employees
303
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Other: A PERCENTAGE OF PLAN ASSETS
03

Specialties

Investment Management
04

Advisors at LEGEND ADVISORY, LLC

7 registered advisors
Anna Chechersky Arena
PALM BEACH GARDENS, Florida
Daniel William Carlson
PALM BEACH GARDENS, Florida
Glenn Thomas Ferris
PALM BEACH GARDENS, Florida
James Joseph Johnston
PALM BEACH GARDENS, Florida
Mark Joseph Spinello
PALM BEACH GARDENS, Florida
Miralda Gingrich
PALM BEACH GARDENS, Florida
Thomas Joseph Sboto
PALM BEACH GARDENS, Florida
05

Office Locations

PALM BEACH GARDENS, Florida
7 advisors

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Data sourced from SEC Form ADV filings. LEGEND ADVISORY, LLC (CRD# 104761) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.