RIA Intelligence

SWAN & LEGEND ADVISORS, LLC

Legal name: SWAN & LEGEND

CRD #175323 SEC #802-81149 LEESBURG, VA 703-646-9445
State Registered Exempt Reporting Private Funds
Total AUM
--
Discretionary
--
Employees
--
Clients
--
Accounts
--

Firm Details

Organization Type
--
State of Formation
--
Fiscal Year End
--
Registration Date
--
Latest Filing
Jul 1, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
BOSSERMAN, DAVID, NELSONIMANAGERNA Control
KLEIN, TODD, DAVIDIMANAGERNA Control
KLEIN, TODD, DAVIDIMANAGERNA Control
KLEIN, TODD, DAVIDIMANAGERNA Control
KLEIN, TODD, DAVIDIMANAGERNA Control
KLEIN, TODD, DAVIDIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
STRASSER, DAVID, SCOTTIMANAGERNA Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
SCHAUFELD, FREDRICK, DIMANAGERD Control
NADER, ANTHONY, PETERIMANAGERB Control
NADER, ANTHONY, PETERIMANAGERB Control
NADER, ANTHONY, PETERIMANAGERB Control
STRASSER, DAVID, SCOTTIMANAGERB Control
STRASSER, DAVID, SCOTTIMANAGERB Control

Registrations

Federal

ERA
Jul 1, 2025 REGISTERED

Address

108 LOUDOUN ST. S.W.
LEESBURG, VA 20175
United States
Phone: 703-646-9445