Saravanaraj Sathyaseelan
Investment adviser representative at Legacy Wealth Management, LLC
11 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
11 years in the industry.
- Bloom Global, Inc.Jan 2026 to now
- Legacy Wealth Management, LLCNov 2025 to now
- Gt Securities, Inc.Jun 2025 to now
- BloomsportsSep 2018 to now
- ArightcoFeb 2025 to Dec 2025
- Link Silicon ValleyNov 2018 to Jan 2026
- NexientDec 2016 to Oct 2018
- MckessonNov 2015 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8118681
- Firm CRD
- 174767