LEGACY WEALTH PLANNING, LLC of RENO, NV is an SEC-registered investment adviser (CRD 289212). Regulatory assets under management: $343.1M.
| Name | Role | Location |
|---|---|---|
| LEVY MARK | MANAGING PARTNER | — |
| MAHONEY PHILLIP STEPHEN | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |
| MCCLELLAN MARTIN MAJOR | MANAGING PARTNER | — |
| VARGAS CHRISTOPHER ERIC | MANAGING PARTNER | — |