Bryce Coy
Investment adviser representative at Legacy Financial Strategies, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$952MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Legacy Financial Strategies, LLCJan 2024 to now
- The Prudential Insurance Company of AmericaJan 2023 to Jan 2024
- Pruco Securities LLCAug 2022 to Jan 2024
- Massmutual Life Insurance CompanyOct 2021 to Aug 2022
- MML Investors Services LLCOct 2021 to Aug 2022
- FlyexclusiveFeb 2021 to May 2021
- Envoy AirJan 2020 to Aug 2021
- Miller's Professional ImagingNov 2016 to Dec 2019
- Expressjet AirlinesMar 2016 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
Legacy Financial Strategies, LLC
$952MAssets managed
696Clients
13Advisers
10 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
- 7456379
- Firm CRD
- 283553