Joseph Schreiner has been an investment adviser representative at Legacy Wealth Management since September 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 · 1 yearSaint Cloud, FL · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Joseph Schreiner is registered as an investment adviser representative in Florida, since September 2025.
- FloridaSince 29 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 September 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 18 October 2022 |
| SIE | Securities Industry Essentials Examination | 21 July 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Joseph John Schreiner
- CRD
- 7448502
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Saint Cloud, FL
- Registration
- Investment adviser registration
- In the industry since
- December 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Schreiner work?
Joseph Schreiner is an investment adviser representative registered through Legacy Wealth Management, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Schreiner a financial advisor?
Yes. Joseph Schreiner has a current investment-adviser registration in Florida, through Legacy Wealth Management since September 2025.
How many years of experience does Joseph Schreiner have?
Joseph Schreiner has 3 years in the financial industry, since December 2022, across 1 adviser firm.
What exams has Joseph Schreiner passed?
Joseph Schreiner has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in July 2022.
Where is Joseph Schreiner based?
Joseph Schreiner’s registered office is in Saint Cloud, FL.
Is Joseph Schreiner registered with FINRA?
No. Joseph Schreiner has no current broker registration.
How can I verify Joseph Schreiner’s record?
Search CRD 7448502 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Schreiner’s full registration record.
