Nancy Zheng has been an investment adviser representative at Legacy Wealth Management since October 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 · 1 yearNewport Beach, CA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Nancy Zheng is registered as an investment adviser representative in California, as a resident of California, since October 2024.
- CaliforniaResidentSince 28 October 2024
Examinations
No examinations are on Nancy Zheng’s record.
- Full name
- Nancy Minyi Zheng
- CRD
- 7831375
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 4695 MacArthur Ct. Fl. 11, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Nancy Zheng work?
Nancy Zheng is an investment adviser representative registered through Legacy Wealth Management, LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Nancy Zheng a financial advisor?
Yes. Nancy Zheng has a current investment-adviser registration in California, through Legacy Wealth Management since October 2024.
How many years of experience does Nancy Zheng have?
Nancy Zheng has 1 year in the financial industry, since October 2024, across 1 adviser firm.
Where is Nancy Zheng based?
Nancy Zheng’s registered office is in Newport Beach, CA.
Is Nancy Zheng registered with FINRA?
No. Nancy Zheng has no current broker registration.
How can I verify Nancy Zheng’s record?
Search CRD 7831375 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nancy Zheng’s full registration record.
