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

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

Legacy Wealth Management provides investment advisory and financial planning services to individuals (both non‑high‑net‑worth and high‑net‑worth), charitable organizations, and business entities, offering discretionary and non‑discretionary portfolio management, financial consulting, and recommendations of third‑party money managers. The firm also facilitates annuity solutions through a partnership with Halo Securities and advises on a wide range of investment types, including mutual funds, ETFs, private placements, non‑traded REITs, structured notes, and other alternatives. Advisory services are tailored to each client’s objectives and risk tolerance and may be implemented using firm‑developed model portfolios, sub‑advisers, or third‑party managers, with ongoing monitoring and the ability for clients to impose written restrictions. Legacy discloses it will, in certain cases, negotiate performance‑based fee arrangements for qualified clients and may manage accounts side‑by‑side, and it notes that alternative investments can represent a meaningful portion of some client portfolios. The brochure highlights a network of affiliated entities and economic relationships — including affiliated insurance and accounting firms, an affiliated sub‑adviser, sponsored investment relationships, and disclosed interests held by control persons in specific companies — which the firm acknowledges as potential conflicts of interest and says it addresses through disclosure and internal oversight. The firm also recently reported a material increase in assets under management and discloses a pending FINRA arbitration and related civil matter involving the firm and certain associated persons.

To learn more about the advisors currently working at Legacy Wealth Management, 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.