Bryan S. Mccrea

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Louisville, KY 40207

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CRD#: 5830009

Professional summary

Bryan Sean Mccrea, who also goes by Bryan S Mccrea, is a registered financial advisor currently at LEGACY FINANCIAL INDEPENDENT ADVISORS LLC located in Louisville, Kentucky.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Bryan has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan S Mccrea

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.

(1) Shady Rays 1.5% Minority Shareholder 40 Kingbrook Parkway Simpsonville, KY 40067 Not Investment Related/Privately held No compensation No time spent (2) Horse Ownership Non Investment Related No Compensation 2 hours a month Start Date: 01/2025

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Sean Mccrea'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

January 23, 2023 - Present

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Office #1: 100 Mallard Creek Rd Suite 402, Louisville, KY 40207

RIA

CRD#: 324258

Louisville, KY

Past

January 2, 2013 - January 13, 2023

FIRST KENTUCKY SECURITIES CORPORATION

RIA

CRD#: 7524

LOUISVILLE, KY

Past

October 6, 2010 - January 13, 2023

FIRST KENTUCKY SECURITIES CORPORATION

CRD#: 7524

LOUISVILLE, KY

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".

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

LEGACY FINANCIAL | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CRD#: 324258 / SEC#: 801-127031

RIA

Registered Investment Advisory firm - (3/15/2023 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

Kentucky
(1/23/2023)

IAR

Texas
(2/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/9/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/4/2010

General Securities Representative Examination

Current Firm

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

LEGACY FINANCIAL | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

CRD#: 324258 / SEC#: 801-127031

RIA

Registered Investment Advisory firm - (3/15/2023 Approved)

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Contact information

Main Address

100 Mallard Creek Rd Suite 402, Louisville, KY 40207

Mailing Address

Phone number

(502) 873-0522

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LFIA DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/22/2025)

Regulatory assets under management

Total Number of Accounts	2,503
AUM (Assets Under Management)	$ 450,605,476

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.

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Advisor Monitoring

Firm Stability Insights

Bryan S. Mccrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Sean Mccrea's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST KENTUCKY SECURITIES CORPORATION

FIRST KENTUCKY SECURITIES CORPORATION

Primary Firm SEC Registration

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2011

Series 63

Date: 12/9/2010

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/4/2010

Current Firm

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC

TRUST BUT VERIFY

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