Razell Smart has been an investment adviser representative at Legacy Wealth Management since January 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 yearOrlando, FL · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Razell Smart is registered as an investment adviser representative in Florida, since January 2025.
- FloridaSince 2 January 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 May 2024 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 December 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 16 November 2020 |
| SIE | Securities Industry Essentials Examination | 9 November 2020 |
- 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
- CRD
- 6787225
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Orlando, FL
- Registration
- Investment adviser registration
- In the industry since
- July 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Razell Smart work?
Razell Smart is an investment adviser representative registered through Legacy Wealth Management, LLC since January 2025, and is not listed among the firm’s executive officers or direct owners.
Is Razell Smart a financial advisor?
Yes. Razell Smart has a current investment-adviser registration in Florida, through Legacy Wealth Management since January 2025.
How many years of experience does Razell Smart have?
Razell Smart has 5 years in the financial industry, since July 2021, across 1 adviser firm.
What exams has Razell Smart passed?
Razell Smart has passed 4 licensing exams: the SIE, Series 6TO, Series 63 and Series 65. The earliest, the SIE, was passed in November 2020.
Where is Razell Smart based?
Razell Smart’s registered office is in Orlando, FL.
Is Razell Smart registered with FINRA?
No. Razell Smart has no current broker registration.
How can I verify Razell Smart’s record?
Search CRD 6787225 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Razell Smart’s full registration record.
