Adam Alexander Merino
Investment adviser representative at Legend Capital
19 yearsExperience
5 statesRegistered in
$250.5MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Legend CapitalMar 2025 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Mar 2025
- Morgan StanleyAug 2007 to Mar 2025
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, NC, NY, OR).
Legend Capital
Legal name: Legend Capital Advisors LLC
$250.5MAssets managed
114Clients
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
- 5408789
- Firm CRD
- 336029