Eugene Frenkel is a control person of Legacy Wealth Advisors and directly owns under 5% of it.
Legacy Wealth Advisors is an investment adviser based in North Miami Beach, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $923 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7787067
- Firm
- Legacy Wealth Advisors · CRD 326117
- Role
- Chief Executive Officer
- In role since
- September 2015 · 11 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- North Miami Beach, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Eugene Frenkel work?
Eugene Frenkel has been Chief Executive Officer of Legacy Wealth Advisors, LLC since September 2015, and is a control person of the firm.
How can I verify Eugene Frenkel’s record?
Eugene Frenkel’s role is listed on Legacy Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 326117.