Edward Malekan
Investment adviser representative at Legacy Wealth Management, LLC
18 yearsExperience
2 statesRegistered 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
18 years in the industry.
- Legacy Wealth Management, LLCAug 2022 to now
- Eternity Financial Alliance, Inc.May 2008 to now
- 20/20 Capital Management, Inc.Jan 2019 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 7219883
- Firm CRD
- 174767