Legacy Family Office, LLC

Legacy Family Office, LLC (CRD# 147160) is a financial advisory firm headquartered in Estero, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Legacy Family Office, LLC
Showing 1 - 1 of 1 top financial advisors.
Tammy L. Surratt
CRD#: 4371065
23160 Fashion Drive, Suite 227, Estero, FL 33928

Tammy Surratt (CRD# 4371065) is an Investment Advisor Representative working at Legacy Family Office, LLC in Estero, FL and has over 11 years of experience in the finance industry.

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