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Duncan L Miller

Legacy Wealth Management, LLC

Memphis, TN

CRD 4746410

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Employer firm

Legacy Wealth Management, LLC CRD 108619

$2.66B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Legacy Wealth Management, Llc

1715 Aaron Brenner Dr. Suite 301, Memphis, TN 38120-1443 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-06-23
TX RA APPROVED 2013-11-21
  • TN RA
    APPROVED
    Since 2025-06-23
  • TX RA
    APPROVED
    Since 2013-11-21

Branch Locations

6800 Poplar Avenue Suite 101, Memphis, TN 38138 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Legacy Wealth Management, Inc. Memphis TN 06/2000 Present
  • 06/2000 → Present
    Legacy Wealth Management, Inc.
    Memphis, TN
Designations
  • Certified Financial Planner

View on SEC IAPD

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