PPrivate Fund Data Log in Join · $37/mo

Gregory M Carrico

Managing Member/Chief Compliance Officer/Investment Advisor RepresentativeLegacy Wealth Advisors, LLCCRD 5266398

About Gregory M Carrico

Gregory M Carrico is listed as Managing Member/Chief Compliance Officer/Investment Advisor Representative at Legacy Wealth Advisors, LLC in Clinton Township, MI. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Legacy Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Gregory M Carrico work?

Gregory M Carrico is listed as Managing Member/Chief Compliance Officer/Investment Advisor Representative at Legacy Wealth Advisors, LLC on SEC Form ADV.

How much of Legacy Wealth Advisors, LLC does Gregory M Carrico own?

Form ADV reports a beneficial ownership band of 50-75%.

Legacy Wealth Advisors, LLC

TitleManaging Member/Chief Compliance Officer/Investment Advisor Representative
Ownership50-75%
Control personYes
Since2015
View Legacy Wealth Advisors, LLC →