Eian Lomash
Investment adviser representative at Legacy Wealth Management Inc.
10 yearsExperience
1 stateRegistered in
$313.9MFirm assets
5 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Legacy Wealth Management Inc.Oct 2024 to now
- Legacy Associates Inc.Apr 2018 to now
- Bank of America, N.A.Apr 2024 to Oct 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2024 to Oct 2024
- Abich Financial Wealth Management, LLCApr 2022 to Mar 2024
- The Prudential Insurance Company of AmericaNov 2021 to Apr 2022
- Pruco Securities LLCAug 2021 to Apr 2022
- Mass MutualJul 2021 to Apr 2024
- Michael SellittoFeb 2021 to Apr 2022
- Full-time Student (towson University)Feb 2019 to Dec 2020
- AflacApr 2018 to Mar 2019
- Garry's GrillAug 2015 to Apr 2022
- E.L. LandscapingMay 2014 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Legacy Wealth Management Inc.
$313.9MAssets managed
732Clients
5Advisers
5 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
- 7336793
- Firm CRD
- 173453