Zara Sharifi
Investment adviser representative at Legacy Wealth Management Inc.
10 yearsExperience
1 stateRegistered in
$313.9MFirm assets
5 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
- Seminars and workshops
Experience
10 years in the industry.
- Legacy Associates Inc.Oct 2025 to now
- Legacy Wealth Management Inc.Jan 2025 to now
- BozzutoJun 2024 to Jan 2025
- UnemployedMar 2024 to May 2024
- GreystarMar 2021 to Feb 2024
- Full Time StudentJun 2016 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Legacy Wealth Management Inc.
$313.9MAssets managed
732Clients
5Advisers
5 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
- 8305663
- Firm CRD
- 173453