Legacy Wealth Management Group, Inc.

CRD 322235 · Lynchburg, VA · $289.8M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 322235
SEC number: 801-126092
Firm type: RIA
Assets under management: $289.8M as of Mar 22, 2026
Website: www.lynchburglegacy.com ↗
Phone: 434-266-1214
Address: 1971 English Tavern Road, Lynchburg, VA, 24501

Advisors at this firm

7 in our index · page 1 of 1

Mark Clement BoccarossaCRD 7557936 · Lynchburg, VA

IA Registered
Branden Curtiss BoschCRD 6294473 · Lynchburg, VA

IA RegisteredRegistration inactive
Jeffery J BruffyCRD 8220658 · Lynchburg, VA

IA Registered
Ronald Jacob DawsonCRD 5418933 · Lynchburg, VA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Joshua David StammCRD 4557338 · Lynchburg, VA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Logan T StammCRD 8007762 · Lynchburg, VA

IA Registered
Jacob Charles ZodyCRD 7745913 · Lynchburg, VA

IA Registered

Source & corrections

Where this page comes from

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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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