Ali Emami has been an investment adviser representative at Legacy Wealth Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
- – present · 1 yearSan Diego, CA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Ali Emami is registered as an investment adviser representative in California, as a resident of California, since October 2024.
- CaliforniaResidentSince 28 October 2024
Examinations
No examinations are on Ali Emami’s record.
- CRD
- 7946952
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 3110 Camino Del Rio South #312, San Diego, CA 92108
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Ali Emami work?
Ali Emami is an investment adviser representative registered through Legacy Wealth Management, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Ali Emami a financial advisor?
Yes. Ali Emami has a current investment-adviser registration in California, through Legacy Wealth Management since October 2024.
How many years of experience does Ali Emami have?
Ali Emami has 1 year in the financial industry, since October 2024, across 1 adviser firm.
Where is Ali Emami based?
Ali Emami’s registered office is in San Diego, CA.
Is Ali Emami registered with FINRA?
No. Ali Emami has no current broker registration.
How can I verify Ali Emami’s record?
Search CRD 7946952 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ali Emami’s full registration record.
