A complete list of active advisors currently associated with Legacy Wealth Advisors, LLC

Warmer can help you find a great advisor at Legacy Wealth Advisors, LLC or one who fits your needs even better.

Legacy Wealth Advisors serves individual and high‑net‑worth clients with discretionary asset management, financial planning, and management of variable annuity and variable life products. It also arranges third‑party manager relationships and provides comprehensive retirement and income planning services. The firm builds portfolios tailored to documented client goals, time horizons, and risk tolerances, using a mix of fundamental, technical, charting, and cyclical analysis and conducting periodic (generally quarterly) account reviews. For clients with $500,000 or more invested, the firm includes additional services such as limited estate‑document work and personal tax planning and monitors any third‑party managers it refers on an ongoing basis. Distinctive features include material outside business activities by the firm’s principals — one principal devotes substantial time to real estate brokerage and legal practice and the firm provides limited estate‑planning document work, while another principal operates an affiliated insurance agency — and the firm receives referral fees from certain third‑party managers. These affiliations and fee arrangements are disclosed in the brochure and are managed through the firm’s supervisory procedures and conflict‑of‑interest disclosures.

To learn more about the advisors currently working at Legacy Wealth Advisors, LLC, 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
Jeffrey Bruss	Clinton Township, MI	10
Gregory Carrico	Clinton Township, MI	12

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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