Bryce Coy

LEGACY FINANCIAL STRATEGIES

OVERLAND PARK, KS 66211

Some features on this profile are disabled

CRD#: 7456379

Professional summary

Bryce Coy is a registered financial advisor currently at LEGACY FINANCIAL STRATEGIES, LLC located in Overland Park, Kansas.

Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bryce has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CSBC LLC POSITION: Co-Owner/Partner NATURE: Real Estate Development Rental and Leasing INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2023 ADDRESS: 2311 NE 68th St, Kansas City MO 64118, United States DESCRIPTION: Providing initial capital to fund property purchase. Monitor record keeping. Passive investor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Coy'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 22, 2024 - Present

LEGACY FINANCIAL STRATEGIES, LLC

Office #1: 5400 Colllege Blvd. Ste. A, Overland Park, KS 66211

RIA

CRD#: 283553

OVERLAND PARK, KS

Past

August 29, 2022 - January 20, 2024

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

Platte City, MO

Past

August 29, 2022 - January 20, 2024

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

April 29, 2022 - August 23, 2022

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Platte City, MO

Past

March 16, 2022 - August 23, 2022

MML INVESTORS SERVICES, LLC

CRD#: 10409

Platte City, MO

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 STRATEGIES, LLC

CRD#: 283553 / SEC#: 801-107930

RIA

Registered Investment Advisory firm - (7/1/2016 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

Kansas
(1/22/2024)

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 66

Date: 4/22/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/16/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 12/3/2021

Securities Industry Essentials Examination

Current Firm

LEGACY FINANCIAL STRATEGIES, LLC

CRD#: 283553 / SEC#: 801-107930

RIA

Registered Investment Advisory firm - (7/1/2016 Approved)

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

5400 Colllege Blvd. Ste. A, Overland Park, KS 66211

Mailing Address

Phone number

(913) 403-0600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY FINANCIAL STRATEGIES, LLC PART 2A (3/14/2025)

Regulatory assets under management

Total Number of Accounts	2,014
AUM (Assets Under Management)	$ 806,094,432

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

Thomas Arasz

BMORE FINANCIALLY FIT

IAR

Baltimore, MD

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Mary Ann Ferreira

THE ENSEMBLE TEAM

IAR

SEATTLE, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryce Coy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryce Coy's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

LEGACY FINANCIAL STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/22/2022

Series 7TO

Date: 3/16/2022

SIE

Date: 12/3/2021

Current Firm

LEGACY FINANCIAL STRATEGIES, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY FINANCIAL STRATEGIES, LLC

TRUST BUT VERIFY

Similar Advisors