Sarah Victoria Hodges
Investment adviser representative at Legacy Wealth Management, LLC
10 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
10 years in the industry.
- Legacy Wealth Management, LLCSep 2025 to now
- Legacy Wealth Managment, LLCSep 2025 to now
- Wells Fargo Clearing Services, LLCMar 2022 to Sep 2025
- Wells Fargo Bank, NAAug 2017 to Sep 2025
- Fast Eddy'sJul 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7520612
- Firm CRD
- 174767