Legacy Wealth Advisors, LLC

Legacy Wealth Advisors, LLC (CRD# 281810) is a financial advisory firm headquartered in Clinton Township, MI. They manage $68,900,000 in 414 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
41700 Hayes Road Suite A, Clinton Township, MI 48038
https://twitter.com/legacywealthadv
By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $166,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Legacy Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey Bruss, financial advisor Clinton Township MI
Jeffrey J. Bruss
CRD#: 6570192
41700 Hayes Road Suite A, Clinton Township, MI 48038

Jeffrey Bruss (CRD# 6570192) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Clinton Township, MI and has over 9 years of experience in the finance industry.

2
Gregory Carrico, financial advisor Clinton Township MI
Gregory M. Carrico
CRD#: 5266398
41700 Hayes Road Suite A, Clinton Township, MI 48038

Gregory Carrico (CRD# 5266398) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Clinton Township, MI and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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