Robert McNally is not listed as a control person, but directly owns under 5% of Legacy Wealth Advisors.
Legacy Wealth Advisors is an investment adviser based in North Miami Beach, FL, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $923 million, as filed on 30 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 7787507
- Firm
- Legacy Wealth Advisors · CRD 326117
- Role
- Chief Compliance Officer
- In role since
- July 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- North Miami Beach, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert McNally work?
Robert McNally has been Chief Compliance Officer of Legacy Wealth Advisors, LLC since July 2023.
How can I verify Robert McNally’s record?
Robert McNally’s role is listed on Legacy Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 326117.