Legacy Wealth Management Inc.

Legacy Wealth Management Inc. (CRD# 173453) is a financial advisory firm headquartered in Manassas, VA. They manage $27,000,000 in 200 accounts and 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
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
Jamshid Sharifi
CRD#: 6411375
10432 Balls Ford Road #300, Manassas, VA 20109

Jamshid Sharifi (CRD# 6411375) is an Investment Advisor Representative working at Legacy Wealth Management Inc. in Manassas, VA and has over 3 years of experience in the finance industry.

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