Be advised. This firm is no longer registered.

Legend Advisory, LLC

Legend Advisory, LLC (CRD# 104761) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $1,946,934,851 in 26,328 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,947
    MILLION
  • Total Number of Accounts
    26,328
    ACCOUNTS
  • Average Account Value
    $73,949
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Legend Advisory, LLC
No Advisor Found.
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