A complete list of active advisors currently associated with Legacy Global Management, L.L.C.

Warmer can help you find a great advisor at Legacy Global Management, L.L.C. or one who fits your needs even better.

Legacy Global Management, L.L.C. is an independent, state-registered investment adviser that provides investment consultation, discretionary portfolio management, and non-discretionary investment supervisory services to individuals, pensions and profit‑sharing plans, trusts, and business entities. The firm operates as a solo practitioner and delivers securities-related advice and ongoing reporting to clients. The firm’s investment approach is grounded in modern portfolio theory, blending domestic and foreign equities, debt instruments, exchange‑traded funds, mutual fund shares and cash equivalents to manage risk and align portfolios with client objectives; it also accommodates tactical asset allocation and concentrated‑position strategies when clients request them. According to the brochure, LGM supervises the majority of its reported assets on a non‑discretionary basis (more than $16.7 million) while managing a smaller amount on a discretionary basis (about $750k), and provides periodic account reviews and written reports. LGM is distinguished from many solo independent advisers by its affiliations and client mix: the firm’s principal is a CPA/CFP who operates an affiliated accounting and business‑consulting firm, Legacy Planning Solutions, P.C., and is also licensed as an insurance agent, arrangements disclosed in Item 10. The firm’s work with pension and profit‑sharing plans and its predominance of non‑discretionary supervisory assets are noted in the brochure and are less common among peers in this firm category.

To learn more about the advisors currently working at Legacy Global Management, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Antonio Morrison	Chesapeake, VA	17

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