Legend Advisory LLC
Legal Name: LEGEND ADVISORY, LLC
Full Contact Details
Legend Advisory LLC
4600 EAST PARK DRIVE, SUITE 300, PALM BEACH GARDENS, FL
(866) 774-8671
(561) 691-8092
Other Info
Legend Advisory LLC, legally known as LEGEND ADVISORY, LLC, is a New York-based Limited Liability Company with 303 employees, including 296 in advisory roles, providing financial advice to its 142 clients. It has been registered with the SEC since July 27, 1978, and its current status is listed as Approved.
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Investing shouldn't be hard work. Legend Advisory Corporation offers professionally managed portfolios to everyday investors whether you have five thousand or five million dollars to invest.
Direct Owners
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DEBRA ANN PATTERSON
SECRETARY owns less than 5%
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DENIS NEIL HOUSER
PRESIDENT/CEO owns less than 5%
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DIANE MULHERRIN MCCARTHY
SR VICE-PRESIDENT, CHIEF FINANCIAL OFFICER owns less than 5%
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EDWARD SAMUEL FORST
MANAGER owns less than 5%
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KAREN DOUGHERTY BURA
ASSISTANT TREASURER owns less than 5%
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LEGEND GROUP HOLDINGS, LLC
MEMBER/SHAREHOLDER owns 75% or more
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MIRALDA GINGRICH
VICE PRESIDENT owns less than 5%
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SHASHI MEHROTRA
CHIEF INVESTMENT OFFICER/CHIEF OPERATING OFFICER owns less than 5%
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SUSAN MARY OBERLIES
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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LINCOLN INVESTMENT CAPITAL HOLDINGS, LLC
INDIRECT OWNER owns 75% or more