Edward Leonard
Investment adviser representative at Legacy Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$629MFirm assets
8 yearsFirm 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-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Legacy Wealth Management, LLCNov 2025 to now
- AllbaseballallthetimeJan 2011 to now
- Northwestern Mutual Wealth Management CompanyAug 2019 to Oct 2025
- Northwestern Mutual Investment ServicesFeb 2019 to Oct 2025
- Northwestern Mutual Life Insurance CompanyJun 2018 to Oct 2025
- Golf ChannelSep 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Legacy Wealth Management, LLC
$629MAssets managed
3,416Clients
45Advisers
8 yearsIn 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
- 6953092
- Firm CRD
- 174767