Legacy Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 281810
- SEC number
- 801-132330
- Firm type
- RIA
- Assets under management
- $132.3M as of Mar 17, 2026
- Website
- twitter.com/legacywealthadv ↗
- Phone
- 586-273-0072
- Address
- 41700 Hayes Road Suite A, Clinton Township, MI, 48038
Advisors at this firm
2 in our index · page 1 of 1
-
Jeffrey James BrussCRD 6570192 · Clinton Township, MIIA Registered
-
Gregory M CarricoCRD 5266398 · Clinton Township, MIIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 281810 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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