Bryan McCrea has been Managing Member/Chief Operating Officer of Legacy Financial Independent Advisors since January 2023, is a control person of the firm and directly owns between 25% and 50% of it. Bryan McCrea holds a Bachelor's degree in marketing from the University of Dayton.
Legacy Financial Independent Advisors LLC is a Louisville, KY firm with $484M under management, 749 clients and 5 advisers in one office, as of its March 2026 filing.
Bryan McCrea is Partner of Legacy Financial Independent Advisors. He is an Investment Advisor and portfolio manager who devotes each day to talking with and meeting clients. He co-founded and moved to Legacy in January 2023, and started his financial career with the McCrea Bollinger Group of First Kentucky Securities as a Financial Advisor in 2010.
Bryan McCrea’s longest registration was 10 years at First Kentucky Securities Corp (2013–2023). Before joining Legacy Financial Independent Advisors in 2023, Bryan McCrea was registered through First Kentucky Securities Corp.
- – present · 3 yearsLouisville, KY · Adviser representative · Firm CRD 324258
- First Kentucky Securities Corp– · 10 yearsLouisville, KY · Adviser representative · Firm CRD 7524
Investment adviser representative registrations
Bryan McCrea is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2023; the most recent is Texas, in February 2025.
- KentuckySince 23 January 2023
- TexasResidentSince 13 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 December 2010 |
| Series 7 | General Securities Representative Examination | 4 October 2010 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Bryan Sean McCrea
- CRD
- 5830009
- Firm
- Legacy Financial Independent Advisors · CRD 324258
- Role
- Managing Member/Chief Operating Officer
- Office
- 100 MALLARD CREEK RD, SUITE 402, Louisville, KY 40207
- Registration
- Investment adviser registration
- In the industry since
- October 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacyfia.com
Where does Bryan McCrea work?
Bryan McCrea has been Managing Member/Chief Operating Officer of Legacy Financial Independent Advisors LLC since January 2023, and is a control person of the firm.
Is Bryan McCrea a financial advisor?
Yes. Bryan McCrea has a current investment-adviser registration in Kentucky and Texas, through Legacy Financial Independent Advisors since January 2023.
How many years of experience does Bryan McCrea have?
Bryan McCrea has 16 years in the financial industry, since October 2010, across 2 adviser firms.
What exams has Bryan McCrea passed?
Bryan McCrea has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 99TO. The earliest, the Series 7, was passed in October 2010. FINRA credited Bryan McCrea with the SIE, which began in October 2018.
Where did Bryan McCrea work before Legacy Financial Independent Advisors?
Before Legacy Financial Independent Advisors, Bryan McCrea was registered through First Kentucky Securities Corp, January 2013 to January 2023.
Where is Bryan McCrea based?
Bryan McCrea’s registered office is in Louisville, KY.
Is Bryan McCrea registered with FINRA?
No. Bryan McCrea has no current broker registration.
How can I verify Bryan McCrea’s record?
Search CRD 5830009 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan McCrea’s full registration record.
