John Scambray has been CEO of Legacy Capital Management, Limited Liability since April 2020, is a control person of the firm and directly owns under 5% of it.
Legacy Capital Management, Limited Liability Company is a Granite Bay, CA firm with $150M under management, 229 clients and 2 advisers across 4 offices, as of its October 2026 filing.
John Scambray is CEO and COO of OneSource Wealth Management, based in Granite Bay, California. He spent years at Ameriprise Financial and Wells Fargo Advisors before founding OneSource in 2015. Scambray monitors news and geopolitical developments daily, meets with clients regularly, and co-hosts the radio show "The Wise Money Guys".
John Scambray’s longest registration is the current one, 4 years at Legacy Capital Management, Limited Liability since 2022. Before joining Legacy Capital Management, Limited Liability in 2022, John Scambray was registered through One Source Health & Wealth Management and SB Advisory, LLC.
- Farther– · under a yearGranite Way, CA · Adviser representative · Firm CRD 302050
- Onesource Wealth ManagementCurrent– present · 4 yearsGranite Bay, CA · Adviser representative · Firm CRD 319078
- One Source Health & Wealth Management– · 2 yearsGranite Bay, CA · Adviser representative · Firm CRD 194511
- SB Advisory, LLC– · under a yearfolsom, CA · Adviser representative · Firm CRD 154680
- Raymond James Financial Services Advisors, Inc– · 3 yearsRoseville, CA · Adviser representative · Firm CRD 149018
- Citigroup Global Markets Inc.– · 1 yearCitrus Heights, CA · Adviser representative · Firm CRD 7059
- Pathway Strategic Advisors– · under a yearFolsom, CA · Adviser representative · Firm CRD 158395
- Ameriprise Advisor Services, Inc.– · under a yearDetroit, MI · Adviser representative · Firm CRD 5979
- Ameriprise Financial Services, Inc.– · 3 yearsRoseville, CA · Adviser representative · Firm CRD 6363
- Wells Fargo Investments, LLC– · 4 yearsRoseville, CA · Adviser representative · Firm CRD 10582
- Citigroup Global Markets Inc.– · under a yearSan Jose, CA · Adviser representative · Firm CRD 7059
- Banc of America Investment Services, Inc.– · under a yearSan Jose, CA · Adviser representative · Firm CRD 16361
- Quick & Reilly, Inc.– · 1 yearSan Jose, CA · Adviser representative · Firm CRD 11217
- Axa Advisors, LLC– · 2 yearsFresno, CA · Adviser representative · Firm CRD 6627
Professional designations
Listed by Legacy Capital Management, Limited Liability
- Certified Portfolio Manager (CPM)
Investment adviser representative registrations
John Scambray is registered as an investment adviser representative in California, since June 2022.
- CaliforniaSince 24 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 12 June 2003 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 16 May 2003 |
| Series 24 | General Securities Principal Examination | 11 June 2001 |
| Series 65 | Uniform Investment Adviser Law Examination | 29 July 1999 |
| Series 31 | Futures Managed Funds Examination | 29 July 1999 |
| Series 7 | General Securities Representative Examination | 14 June 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 May 1992 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 May 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- John Vincent Scambray
- CRD
- 2231726
- Firm
- Legacy Capital Management, Limited Liability · CRD 319078
- Role
- CEO
- Office
- 4080 CAVITT STALLMAN ROAD, SUITE 200, Granite Bay, CA 95746
- Registration
- Investment adviser registration
- In the industry since
- December 1994
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- oswealthmanagement.com
Where does John Scambray work?
John Scambray has been CEO of Legacy Capital Management, Limited Liability Company since April 2020, and is a control person of the firm.
Is John Scambray a financial advisor?
Yes. John Scambray has a current investment-adviser registration in California, through Legacy Capital Management, Limited Liability since June 2022.
How many years of experience does John Scambray have?
John Scambray has 31 years in the financial industry, since December 1994, across 13 adviser firms.
What exams has John Scambray passed?
John Scambray has passed 8 licensing exams: the Series 6, Series 63, Series 7, Series 65, Series 31, Series 24, Series 9 and Series 10. The earliest, the Series 6, was passed in May 1992. FINRA credited John Scambray with the SIE, which began in October 2018.
Where did John Scambray work before Legacy Capital Management, Limited Liability?
Before Legacy Capital Management, Limited Liability, John Scambray was registered through SB Advisory, LLC, June 2019 to March 2020; Raymond James Financial Services Advisors, Inc, June 2015 to June 2019; Citigroup Global Markets Inc., February 2014 to June 2015; Pathway Strategic Advisors, September 2013 to January 2014; Ameriprise Advisor Services, Inc., July 2009 to October 2009; Ameriprise Financial Services, Inc., July 2009 to May 2013; Wells Fargo Investments, LLC, February 2005 to May 2009; Citigroup Global Markets Inc., November 2004 to February 2005; Banc of America Investment Services, Inc., October 2004 to November 2004; Quick & Reilly, Inc., April 2003 to October 2004; Axa Advisors, LLC, March 2001 to June 2003.
Where is John Scambray based?
John Scambray’s registered office is in Granite Bay, CA.
Is John Scambray registered with FINRA?
No. John Scambray has no current broker registration.
How can I verify John Scambray’s record?
Search CRD 2231726 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Scambray’s full registration record.
