DC
David G. Condensa
LEGACY WEALTH MANAGEMENT
San Jose, CA
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CRD#: 7194638
DC
Professional summary
David Gerald Condensa, who also goes by Dave Condensa, David Condensa, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in San Jose, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. David has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dave Condensa | David Condensa
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.
I am the proprietor of EduRoadmap Consulting and occasionally provide sales consulting services to technology companies. This is non-investment related work performed out of my home (5676 Scenic Meadow Ln, San Jose, CA 95135) and client offices in California. My position is Sr Consultant, started in 2013, and I devote approx 5 hrs/month to this business. This will not take any hours during trading times.
CRS (Client Relationship Summary) - RIA
Click below to view David Gerald Condensa's 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®
NoneExperience
Current
October 18, 2023 - Present
LEGACY WEALTH MANAGEMENT, LLC
RIA
CRD#: 174767
San Jose, CA
Past
January 6, 2020 - October 16, 2023
LION STREET ADVISORS, LLC
RIA
CRD#: 167610
San Ramon, CA
Past
November 19, 2019 - October 16, 2023
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
San Ramon, CA
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 MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)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(10/18/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/19/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713
Mailing Address
Phone number
(208) 955-0500
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,728 |
| AUM (Assets Under Management) | $ 476,513,737 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 02/12/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
