Preston Stewart Edwards
Investment adviser representative at Legacy Capital Wealth Partners, LLC
11 yearsExperience
1 stateRegistered in
$1.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Legacy Capital Wealth Partners, LLCFeb 2025 to now
- Lighthouse FinancialSep 2023 to Nov 2024
- Chenal Country ClubMay 2019 to Aug 2023
- StudentSep 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AR).
Legacy Capital Wealth Partners, LLC
$1.5BAssets managed
680Clients
17Advisers
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
- 8164387
- Firm CRD
- 291960