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AA

Asaf H. Abramovich

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CRD#: 7317116
AA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Asaf Hanan Abramovich, who also goes by Asaf Abramovich, was a registered financial professional .

Asaf is a previously registered financial professional and started their career in finance in 2023. Asaf had worked at 1 firm and has passed the Series 65, Series 3 and Series 34 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Asaf Abramovich

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) PVP Management LLC - Investment Related - Miami, FL - Venture Capital Fund - General Partner - 03/01/2022 - 20hrs/month, 10hrs/month during securities trading hours - Investment Management 2) QED Capital Management LLC - Investment Related - Miami, FL - Multi Strategy Fund - Portfolio Manager - 12/01/2018 - 20hrs/month, 10hrs/month during securities trading hours - Investment Management

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

October 20, 2023 - February 22, 2025

LEGACY WEALTH ADVISORS, LLC

RIA
CRD#: 326117
MIAMI, FL

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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/26/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 1/26/2019
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 34
Date: 1/19/2019
Retail Off-Exchange FOREX 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#: 326117

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