Legado Wealth Management LLC

Legado Wealth Management LLC (CRD# 305263) is a financial advisory firm headquartered in New York, NY. They manage $16,377,057 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
405 Lexington Avenue, 9th Floor, New York, NY 10174
https://legadowealth.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $209,962
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, NY

Financial Advisors at Legado Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Oscar Flores De Valgaz, financial advisor New York NY
Oscar D. Flores De Valgaz
CRD#: 4598645
405 Lexington Avenue, 9th Floor, New York, NY 10174

Oscar Flores De Valgaz (CRD# 4598645) is an Investment Advisor Representative working at Legado Wealth Management LLC in New York, NY and has over 18 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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