Babak Kooros
Investment adviser representative at Legacy Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
ChFC®Designation
$629MFirm 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 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
11 years in the industry.
- Legacy Wealth Management, LLCAug 2022 to now
- Intime Financial Alliance Insurance Solutions, Inc.Jan 2019 to now
- Foundations Investment Advisors, LLCFeb 2022 to Jun 2022
- SyncisJul 2015 to Jan 2019
- UberJan 2011 to Dec 2017
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7496452
- Firm CRD
- 174767