NEXT LEGACY MANAGEMENT, LLC

PALO ALTO, California·7 registered advisors·CRD# 156640
SEC# 801-735611650-324-5980
01

Firm Overview

AUM
$3.8B
Regulatory assets under management
Employees
25
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at NEXT LEGACY MANAGEMENT, LLC

7 registered advisors
Alan Wayne Marty
PALO ALTO, California
Ben Chung-Ming Choi
PALO ALTO, California
Chris Allan Eyre
PALO ALTO, California
Kelli Ann Cullinane
PALO ALTO, California
Russell Bruce Hall
PALO ALTO, California
Ryan C Nece
PALO ALTO, California
Yvonne Cecelia Hunt
PALO ALTO, California
05

Office Locations

PALO ALTO, California
7 advisors

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Data sourced from SEC Form ADV filings. NEXT LEGACY MANAGEMENT, LLC (CRD# 156640) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.