Legend Advisory, LLC

Legend Advisory, LLC (CRD# 104761) is a financial advisory firm headquartered in Palm Beach Gardens, FL. They manage $1,943,378,379 in 25,818 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,943
    MILLION
  • Total Number of Accounts
    25,818
    ACCOUNTS
  • Average Account Value
    $75,272
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
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.

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
Showing 1 - 10 of 112 top financial advisors.
1
Michael P. Jordan
CRD#: 2605063
208 Little Creek Rd, Soquel, CA 95073
98
Wealthminder
score

Michael Jordan (CRD# 2605063) is an Investment Advisor Representative working at Legend Advisory, LLC in Soquel, CA and has over 23 years of experience in the finance industry.

2
Dennis L. Baumgartner
CRD#: 821489
4600 East Park Drive, Suite 300, Palm Beach Gardens, FL 33410
96
Wealthminder
score

Dennis Baumgartner (CRD# 821489) is an Investment Advisor Representative working at Legend Advisory, LLC in Palm Beach Gardens, FL and has over 34 years of experience in the finance industry.

3
Mark W. Conomos
CRD#: 1229785
2293 Millersport Highway, Getzville, NY 14068
96
Wealthminder
score

Mark Conomos (CRD# 1229785) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 34 years of experience in the finance industry. Mark Conomos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael J. Dilullo
CRD#: 1055416
2293 Millersport Highway, Getzville, NY 14068
96
Wealthminder
score

Michael Dilullo (CRD# 1055416) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 33 years of experience in the finance industry. Michael Dilullo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
David G. Frank
CRD#: 823131
8162 Market Street, Suite I, Youngstown, OH 44512
96
Wealthminder
score

David Frank (CRD# 823131) is an Investment Advisor Representative working at Legend Advisory, LLC in Youngstown, OH and has over 38 years of experience in the finance industry.

6
George P. Harris
CRD#: 2387291
2293 Millersport Highway, Getzville, NY 14068
96
Wealthminder
score

George Harris (CRD# 2387291) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 24 years of experience in the finance industry. George Harris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Judith A. Ienatsch
CRD#: 1845494
Henderson, NV
96
Wealthminder
score

Judith Ienatsch (CRD# 1845494) is an Investment Advisor Representative working at Legend Advisory, LLC in Henderson, NV and has over 8 years of experience in the finance industry. Judith Ienatsch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Jeffrey M. Kney
CRD#: 4544751
2293 Millersport Highway, Getzville, NY 14068
96
Wealthminder
score

Jeffrey Kney (CRD# 4544751) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 15 years of experience in the finance industry. Jeffrey Kney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Lee A. Kroening
CRD#: 1867382
2293 Millersport Highway, Getzville, NY 14068
96
Wealthminder
score

Lee Kroening (CRD# 1867382) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 29 years of experience in the finance industry. Lee Kroening has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Gerald J. Lewandowski
CRD#: 706171
2293 Millersport Highway, Getzville, NY 14068
96
Wealthminder
score

Gerald Lewandowski (CRD# 706171) is an Investment Advisor Representative working at Legend Advisory, LLC in Getzville, NY and has over 28 years of experience in the finance industry. Gerald Lewandowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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