Edward Leonard has been an investment adviser representative at Legacy Wealth Management since December 2025, 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 · under a yearDeLand, FL · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Edward Leonard is registered as an investment adviser representative in Florida, since December 2025.
- FloridaSince 1 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 November 2025 |
| Series 7TO | General Securities Representative Examination | 29 January 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 June 2019 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 13 May 2019 |
| SIE | Securities Industry Essentials Examination | 18 April 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 6953092
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- DeLand, FL
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Leonard work?
Edward Leonard is an investment adviser representative registered through Legacy Wealth Management, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Edward Leonard a financial advisor?
Yes. Edward Leonard has a current investment-adviser registration in Florida, through Legacy Wealth Management since December 2025.
How many years of experience does Edward Leonard have?
Edward Leonard has 7 years in the financial industry, since June 2019, across 1 adviser firm.
What exams has Edward Leonard passed?
Edward Leonard has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in April 2019.
Where is Edward Leonard based?
Edward Leonard’s registered office is in DeLand, FL.
Is Edward Leonard registered with FINRA?
No. Edward Leonard has no current broker registration.
How can I verify Edward Leonard’s record?
Search CRD 6953092 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Leonard’s full registration record.
