Kyle A. Kosanovich

Some features on this profile are disabled

CRD#: 7440563

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.

Kyle A Kosanovich, who also goes by Kyle Andrew Kosanovich, Kyle Kosanovich, Kyle A Kosanovich, was a registered financial professional .

Kyle is a previously registered financial professional and started their career in finance in 2023. Kyle had worked at 7 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Kyle Andrew Kosanovich | Kyle Kosanovich | Kyle A Kosanovich

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)

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 9, 2025 - November 17, 2025

LEGACY WEALTH MANAGEMENT INC.

RIA

CRD#: 173453

MANASSAS, VA

Past

July 2, 2025 - August 11, 2025

SENTINEL ASSET MANAGEMENT, LLC

RIA

CRD#: 302082

Maple Lawn, MD

Past

May 14, 2025 - October 8, 2025

USADVISORS WEALTH MANAGEMENT, LLC

RIA

CRD#: 158108

Alexandria, VA

Past

April 1, 2025 - June 11, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Alexandria, VA

Past

September 9, 2024 - April 1, 2025

EDWARD JONES

RIA

CRD#: 250

WILMINGTON, DE

Past

September 9, 2024 - April 1, 2025

EDWARD JONES

CRD#: 250

WILMINGTON, DE

Past

November 2, 2023 - August 20, 2024

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENVILLE, DE

Past

September 22, 2023 - August 20, 2024

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENVILLE, DE

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 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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Series 63

Date: 10/24/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/20/2021

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/22/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/8/2021

Securities Industry Essentials Examination

Current Firm

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A&2B SEC (2/16/2026)

Regulatory assets under management

Total Number of Accounts	1,239
AUM (Assets Under Management)	$ 251,046,073

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kyle A. Kosanovich

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SENTINEL ASSET MANAGEMENT, LLC

USADVISORS WEALTH MANAGEMENT, LLC

OSAIC WEALTH, INC.

EDWARD JONES

EDWARD JONES

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

LEGACY WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/24/2023

Series 65

Date: 12/20/2021

Series 7TO

Date: 9/22/2023

SIE

Date: 2/8/2021

Current Firm

LEGACY WEALTH MANAGEMENT INC.

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

Similar Advisors