LEGACY WEALTH ADVISOR LLC
CRD #334697 SEC #801-132971 LYNCHBURG, VA (434) 266-8044
SEC Registered Disclosures
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 2025
- Branch Offices
- 0
- LEI
- 37-2165776
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAWSON, RONALD, JACOB | I | CCO / CEO | E | Control |
| DAWSON, RONALD, JACOB | I | CCO / CEO | E | Control |
| DAWSON, RONALD, JACOB | I | CCO / CEO | E | Control |
| DAWSON, RONALD, JACOB | I | CCO / CEO | E | Control |
| DAWSON, RONALD, JACOB | I | CCO / CEO | E | Control |
Registrations
Federal
IA
Jul 11, 2025 REGISTERED
Notice Filings (1)
VA
Address
1971 ENGLISH TAVERN RDLYNCHBURG, VA 24501
United States
Phone: (434) 266-8044