Vantage Legacy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Vantage Legacy Advisors is a newly formed, state-registered investment adviser that provides individualized investment management and financial planning for individuals and high‑net‑worth clients. The firm arranges for unaffiliated registered investment advisers to serve as sub‑advisers and delegates day‑to‑day portfolio management to those managers.
Investment programs are constructed from a client’s investment policy and target asset allocation, with an emphasis on modern portfolio theory and primarily passive management while also permitting buffered ETF strategies. The firm uses a mix of fundamental, technical, cyclical and charting analyses for fund and security selection and describes rebalancing and certain account actions as client‑initiated.
Notable distinctions include a disclosed affiliation with an insurance firm and that firm associates are licensed insurance agents who may receive separate, customary compensation for insurance products (the brochure notes this activity occupies roughly 70% of senior personnel time). Vantage Legacy also routinely selects and compensates other advisers to manage client accounts on its behalf and does not serve as a private fund adviser.
Client services
Expertise
Fee options
Maximum fee of 1.65% annually, negotiable, pro-rated and paid in arrears monthly
Main office
925 N Point Parkway, Suite 120
Alpharetta GA 30005
Advisors at this office
2
Most active in
Georgia
Also doing business as
Vantage Legacy Advisors, LLC · Vantage Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Vincent R
Series 63, Series 65
Alpharetta, GA
Vantage Legacy Advisors, LLC
Vincent Rokose is a financial advisor at Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses with 17 years of industry experience. His career includes roles at First Financial Security, Inc., Lifeanswers Financial Group, and Global Asset Management Group, Inc. He is also an insurance agent at Lifeanswers Financial Group. Vantage Legacy Advisors is a state-registered investment adviser serving individuals and high-net-worth clients with personalized investment management and financial planning. The firm emphasizes modern portfolio theory and passive management, often delegating portfolio management to unaffiliated sub-advisers.
Jeffrey L
Series 63, Series 65
Alpharetta, GA
Vantage Legacy Advisors, LLC
Jeffrey Levitan is a financial advisor with Vantage Legacy Advisors, LLC in Alpharetta, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with several entities including Transformation Financial, Inc. and the All for One Foundation, a children’s charity he founded. Levitan also serves as a board member for Associate Owners Group, Inc., a reinsurance company. Vantage Legacy Advisors provides individualized investment management and financial planning for individuals and high-net-worth clients, utilizing a combination of passive management and multiple analytical methods. The firm delegates portfolio management to unaffiliated registered investment advisers and incorporates client-directed rebalancing and account actions.
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