Best Investors Account Sign in
Inactive

Sonja H. Kurhanewicz

Legacy Wealth Management, LLC

Pleasanton, CA

CRD 7975325

Claim This Profile
Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • ADVISORY CONSULTING

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

Current Employers
Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-10-28
  • CA RA
    APPROVED_RES
    Since 2024-10-28

Branch Locations

350 Main St. Ste. N, Pleasanton, CA 94566 • 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
Essential Business Concepts, Inc. Pleasanton CA 07/2008 Present
  • 07/2008 → Present
    Essential Business Concepts, Inc.
    Pleasanton, CA

View on SEC IAPD

Nearby Firms

PRUDENT PROSPERA PLANNING, INC.
CETERA INVESTMENT ADVISERS LLC
PANDECT CATALYST FUND MANAGEMENT LLC

Nearby Investors

ATUL C DUBAL
JONATHAN CHARLES ILLIG
HOWARD COREY HERTZ

Nearby Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA

More in Pleasanton, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor