Edward Malekan has been an investment adviser representative at Legacy Wealth Management since January 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 · 2 yearsNewport Beach, CA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Edward Malekan is registered as an investment adviser representative in 2 states. The first approvals date from January 2024; the most recent is Texas, in May 2025.
- CaliforniaSince 17 January 2024
- TexasSince 27 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 January 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7219883
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 4695 MacArthur Ct, Floor 11, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- January 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Edward Malekan work?
Edward Malekan is an investment adviser representative registered through Legacy Wealth Management, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Edward Malekan a financial advisor?
Yes. Edward Malekan has a current investment-adviser registration in California and Texas, through Legacy Wealth Management since January 2024.
How many years of experience does Edward Malekan have?
Edward Malekan has 2 years in the financial industry, since January 2024, across 1 adviser firm.
What exams has Edward Malekan passed?
Edward Malekan passed the Series 65 in January 2024.
Where is Edward Malekan based?
Edward Malekan’s registered office is in Newport Beach, CA.
Is Edward Malekan registered with FINRA?
No. Edward Malekan has no current broker registration.
How can I verify Edward Malekan’s record?
Search CRD 7219883 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Edward Malekan’s full registration record.
