Julian Dallas has been an investment adviser representative at Legacy Wealth Advisors since May 2026, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Advisors, LLC is a North Miami Beach, FL firm with $923M under management, 20 clients and 5 advisers across 6 offices, as of its March 2026 filing.
- Legacy Wealth Advisors, LLCCurrent– present · under a yearNorth Miami Beach, FL · Adviser representative · Firm CRD 326117
Investment adviser representative registrations
Julian Dallas is registered as an investment adviser representative in 2 states. Each was approved in May 2026.
- CaliforniaSince 1 May 2026
- FloridaSince 11 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julian Robert Dallas
- CRD
- 8250992
- Firm
- Legacy Wealth Advisors · CRD 326117
- Office
- 3323 NE 163RD ST, SUITE 402, North Miami Beach, FL 33160
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Julian Dallas work?
Julian Dallas is an investment adviser representative registered through Legacy Wealth Advisors, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Julian Dallas a financial advisor?
Yes. Julian Dallas has a current investment-adviser registration in California and Florida, through Legacy Wealth Advisors since May 2026.
How many years of experience does Julian Dallas have?
Julian Dallas has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Julian Dallas passed?
Julian Dallas passed the Series 65 in May 2026.
Where is Julian Dallas based?
Julian Dallas’ registered office is in North Miami Beach, FL.
Is Julian Dallas registered with FINRA?
No. Julian Dallas has no current broker registration.
How can I verify Julian Dallas’ record?
Search CRD 8250992 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julian Dallas’ full registration record.