Mitchell R. Eaton

LEGACY WEALTH ADVISORS, LTD.

Phoenix, AZ 85014

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CRD#: 7674532

Professional summary

Mitchell Reagan Eaton is a registered financial advisor currently at LEGACY WEALTH ADVISORS, LTD. located in Phoenix, Arizona.

Mitchell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mitchell has worked at 1 firm and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Reagan Eaton'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®

None

Experience

Current

February 1, 2023 - Present

LEGACY WEALTH ADVISORS, LTD.

Office #1: 4745 North 7th Street Suite 430, Phoenix, AZ 85014

RIA

CRD#: 324442

Phoenix, AZ

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

Arizona
(2/1/2023)

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Exams

State Security Law Exam

IAR

Series 65

Date: 11/12/2022

Uniform Investment Adviser Law Examination

Current Firm

LEGACY WEALTH ADVISORS, LTD.

LEGACY WEALTH ADVISORS | LEGACY WEALTH ADVISORS, LTD.

CRD#: 324442 / SEC#:

Arizona

Registered Investment Advisory firm - (2/1/2023 Approved)

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Contact information

Main Address

4745 North 7th Street Suite 430, Phoenix, AZ 85014

Mailing Address

Phone number

(928) 899-9132

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 851,306

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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Mitchell R. Eaton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mitchell Reagan Eaton's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEGACY WEALTH ADVISORS, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/12/2022

Current Firm

LEGACY WEALTH ADVISORS, LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH ADVISORS, LTD.

TRUST BUT VERIFY

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