Ronald Ira Posnack

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1984 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 07/2011 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Stony Brook, NY

Previous Registrations

• 2002-12-04 → 2019-10-04
  Legend Advisory, Llc
  Palm Beach Gardens, FL
  Stony Brook, NY
  Coram, NY

Other Businesses

RONALD I. POSNACK, CFP, CFS, CMFC PERSONAL INCOME TAX PREPARATION POSITION: Sole practitioner NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 1 START DATE: 01/01/1992 ADDRESS: 18 Bennett Lane, P.O. Box 1626, Stony Brook NY 11790, United States DESCRIPTION: Personal income tax preparation is typically seasonal from January 15th through April 15th.However, certain clients have extended tax matters and questions through the entire year that require a time commitment with phone or personal communication, research, and the actual hands on preparation of the paperwork typically computer based, to e-file or complete a paper return. SMITHTOWN KICKERS OLD PERSONS SOCCER LLC (SKOPS) POSITION: Director, Owner NATURE: Soccer Game on Sundays INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 18 Bennett Lane, Stony Brook NY 11790, United States DESCRIPTION: Collection of $ annually of players. Application to the Town of Smithtown NY for a permit. Payment of this permit annually. Application for liability insurance. Payment of liability insurance annually. Messaging players of game cancellations or schedule changes.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-01

Designations

• Certified Financial Planner