MC
Mason Coyle
LEGACY WEALTH MANAGEMENT
MANASSAS, VA 20109
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CRD#: 7379315
MC
Professional summary
Mason Coyle, who also goes by Mason A Coyle, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT INC. located in Manassas, Virginia.
Mason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mason has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mason A Coyle
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mason Coyle'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
March 13, 2026 - Present
LEGACY WEALTH MANAGEMENT INC.
Office #1: 10432 Balls Ford Road #120, Manassas, VA 20109RIA
CRD#: 173453
MANASSAS, VA
Past
April 4, 2024 - February 6, 2026
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
RESTON, VA
Past
February 26, 2024 - February 6, 2026
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
RESTON, VA
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 INC.
LEGACY WEALTH MANAGEMENT INC.
CRD#: 173453 / SEC#: 801-120709
RIA
Registered Investment Advisory firm - (4/2/2021 Approved)Arizona
Registered Investment Advisory firm - (4/5/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2021 Terminated)North Carolina
Registered Investment Advisory firm - (4/6/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)Texas
Registered Investment Advisory firm - (4/5/2021 Terminated)Virginia
Registered Investment Advisory firm - (4/5/2021 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
Virginia(3/13/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
LW
LEGACY WEALTH MANAGEMENT INC.
LEGACY WEALTH MANAGEMENT INC.
CRD#: 173453 / SEC#: 801-120709
RIA
Registered Investment Advisory firm - (4/2/2021 Approved)Arizona
Registered Investment Advisory firm - (4/5/2021 Terminated)Maryland
Registered Investment Advisory firm - (5/6/2021 Terminated)North Carolina
Registered Investment Advisory firm - (4/6/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/7/2021 Terminated)Texas
Registered Investment Advisory firm - (4/5/2021 Terminated)Virginia
Registered Investment Advisory firm - (4/5/2021 Terminated)PREMIUM
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Contact information
Main Address
10432 Balls Ford Road #120, Manassas, VA 20109
Mailing Address
Phone number
(877) 650-4738
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,239 |
| AUM (Assets Under Management) | $ 251,046,073 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEGACY WEALTH MANAGEMENT INC.
CRD#: 173453Manassas, VA 20109TRUST BUT VERIFY
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