Legend Financial Management
Legend Financial Management (CRD# 120978) is a financial advisory firm headquartered in New York, NY. They manage $1,120,665 in 94 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts94ACCOUNTS
Average Account Value$11,922
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Scott Werling (CRD# 2292318) is an Investment Advisor Representative working at Legend Financial Management in New York, NY and has over 23 years of experience in the finance industry.
John Smith (CRD# 5764683) is an Investment Advisor Representative working at Legend Financial Management in New York, NY and has over 7 years of experience in the finance industry.