Julian Robert Dallas
Investment adviser representative at Legacy Wealth Advisors, LLC
17 yearsExperience
2 statesRegistered in
$922.8MFirm assets
3 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
Experience
17 years in the industry.
- Legacy Wealth Advisors, LLCDec 2025 to now
- 1080 VenturesJun 2025 to Nov 2025
- University of MiamiAug 2021 to May 2025
- Bellarmine College PreparatoryAug 2017 to Jun 2021
- Pinewood K-8Aug 2008 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, FL).
Legacy Wealth Advisors, LLC
$922.8MAssets managed
20Clients
4Advisers
3 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
- 8250992
- Firm CRD
- 326117