AA
Andy Albert Rad
CRD 6121333
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Legacy Wealth Management, Llc | Registered representative | 07/20/2026 |
| Legacy Investment Solutions, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Legacy Wealth Management, Llc
Managing Member · 75% or more · Aug 2024
-
Legacy Investment Solutions, Llc
Chief Investment Officer · Less than 5% · Mar 2024
-
Legacy Investment Solutions, Llc
Owner · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗