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JC

Jeffrey P. Camp

LEGACY WEALTH ADVISORS
Miami, FL 33131
Some features on this profile are disabled
CRD#: 3207522
JC

Professional summary

Jeffrey Paul Camp, who also goes by Jeffrey Camp, is a registered financial advisor currently at LEGACY WEALTH ADVISORS, LLC located in Miami, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeffrey Camp

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Paul Camp's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 10, 2025 - Present

LEGACY WEALTH ADVISORS, LLC

Office #1: 801 Brickell Avenue Suite 2100, Miami, FL 33131
RIA
CRD#: 326117
Miami, FL
Past

July 29, 1999 - May 20, 2002

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LEGACY WEALTH ADVISORS, LLC
LEGACY WEALTH ADVISORS, LLC | LGOC, LLC

CRD#: 326117 / SEC#: 801-128702

RIA
Registered Investment Advisory firm - (9/11/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(3/10/2025)
IAR
Florida
(5/7/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/6/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/26/1999
General Securities Representative Examination

Current Firm

LW
LEGACY WEALTH ADVISORS, LLC
LEGACY WEALTH ADVISORS, LLC | LGOC, LLC

CRD#: 326117 / SEC#: 801-128702

RIA
Registered Investment Advisory firm - (9/11/2023 Approved)
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Contact information

Main Address
801 Brickell Avenue Suite 2500, Miami, FL 33131
Mailing Address
Phone number
(305) 808-6140
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LEGACY WEALTH ADVISORS, LLC (3/20/2025)

Regulatory assets under management

Total Number of Accounts191
AUM (Assets Under Management)$ 347,974,567

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LEGACY WEALTH ADVISORS, LLC

CRD#: 326117Miami, FL 33131

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