Gregory M Carrico
Investment adviser representative at Legacy Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
$132.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Legacy Wealth Advisors, LLCJan 2016 to now
- Contour Insurance Solutions LLCJul 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MI).
Legacy Wealth Advisors, LLC
$132.3MAssets managed
251Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5266398
- Firm CRD
- 281810