David Condensa has been an investment adviser representative at Legacy Wealth Management since October 2023, and is not listed among the firm’s executive officers or direct owners. David Condensa holds a BA in Accounting from Golden Gate University.
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.
Dave Condensa is Sr. Wealth Manager and Exit Planning Advisor of Legacy Wealth Management, based in San Jose, CA. He founded Helio Solutions in 2001 and, after 18 years and four tech start-ups as CEO/CFO, began consulting with business owners and executives on exit and retirement strategies. He works with current and near retirees and with individuals managing concentrated stock positions.
David Condensa’s longest registration was 3 years at Lion Street Advisors, LLC (2020–2023). Before joining Legacy Wealth Management in 2023, David Condensa was registered through Lion Street Advisors, LLC.
- – present · 3 yearsSan Jose, CA · Adviser representative · Firm CRD 174767
- Lion Street Advisors, LLC– · 3 yearsSan Ramon, CA · Adviser representative · Firm CRD 167610
Investment adviser representative registrations
David Condensa is registered as an investment adviser representative in California, since October 2023.
- CaliforniaSince 18 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 23 December 2019 |
| Series 7TO | General Securities Representative Examination | 19 November 2019 |
| SIE | Securities Industry Essentials Examination | 7 August 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Gerald Condensa
- CRD
- 7194638
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- San Jose, CA
- Registration
- Investment adviser registration
- In the industry since
- November 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacywealthmg.com
Where does David Condensa work?
David Condensa is an investment adviser representative registered through Legacy Wealth Management, LLC since October 2023, and is not listed among the firm’s executive officers or direct owners.
Is David Condensa a financial advisor?
Yes. David Condensa has a current investment-adviser registration in California, through Legacy Wealth Management since October 2023.
How many years of experience does David Condensa have?
David Condensa has 6 years in the financial industry, since November 2019, across 2 adviser firms.
What exams has David Condensa passed?
David Condensa has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2019.
Where did David Condensa work before Legacy Wealth Management?
Before Legacy Wealth Management, David Condensa was registered through Lion Street Advisors, LLC, January 2020 to October 2023.
Where is David Condensa based?
David Condensa’s registered office is in San Jose, CA.
Is David Condensa registered with FINRA?
No. David Condensa has no current broker registration.
How can I verify David Condensa’s record?
Search CRD 7194638 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Condensa’s full registration record.
