Legacy Financial
Legacy Financial (CRD# 153236) is a financial advisory firm headquartered in Strasburg, VA. They manage $2,018,583 in 60 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Financial
By the Numbers
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Total Assets Under Management2MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$33,643
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
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.
VA
Financial Advisors at Legacy Financial
1
Steven Schetrom (CRD# 5534326) is an Investment Advisor Representative working at Legacy Financial in Strasburg, VA and has over 9 years of experience in the finance industry.
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