Alyssa S. Book

FAMILY LEGACY

Greenville, SC 29601

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CRD#: 7511442

Professional summary

Alyssa Standard Book, who also goes by Alyssa L Standard, is a registered financial advisor currently at FAMILY LEGACY, INC. located in Greenville, South Carolina.

Alyssa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alyssa has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Alyssa L Standard

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) - RIA

Click below to view Alyssa Standard Book'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

April 11, 2022 - Present

FAMILY LEGACY, INC.

Office #1: 900 Pendleton Street Suite 200, Greenville, SC 29601

RIA

CRD#: 110945

Greenville, SC

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".

FAMILY LEGACY, INC.

FAMILY LEGACY, INC. | INVESTMENT MONITORING CORP

CRD#: 110945 / SEC#: 801-49710

RIA

Registered Investment Advisory firm - (8/15/1995 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

South Carolina
(4/11/2022)

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 65

Date: 4/11/2022

Uniform Investment Adviser Law Examination

Current Firm

FAMILY LEGACY, INC.

FAMILY LEGACY, INC. | INVESTMENT MONITORING CORP

CRD#: 110945 / SEC#: 801-49710

RIA

Registered Investment Advisory firm - (8/15/1995 Approved)

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Contact information

Main Address

900 Pendleton Street Suite 200, Greenville, SC 29601

Mailing Address

Phone number

(864) 233-0808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FIRM BROCHURE (3/3/2025)

Regulatory assets under management

Total Number of Accounts	623
AUM (Assets Under Management)	$ 331,819,011

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/03/2025	Cover Page	Report
10/10/2024	Cover Page	Report
10/19/2023	Cover Page	Report

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.

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Alyssa S. Book

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alyssa Standard Book's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY LEGACY, INC.

Primary Firm SEC Registration

FAMILY LEGACY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/11/2022

Current Firm

FAMILY LEGACY, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FAMILY LEGACY, INC.

TRUST BUT VERIFY

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