Saravanaraj Sathyaseelan has been an investment adviser representative at Legacy Wealth Management since November 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 · under a yearSunnyvale, CA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Saravanaraj Sathyaseelan is registered as an investment adviser representative in California, since November 2025.
- CaliforniaSince 13 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 24 July 2025 |
| Series 79TO | Investment Banking Registered Representative Examination | 30 June 2025 |
| Series 66 | Uniform Combined State Law Examination | 4 June 2025 |
| SIE | Securities Industry Essentials Examination | 20 May 2025 |
- Name
- General Securities Representative Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8118681
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 440 N. Wolfe Rd, Sunnyvale, CA 94085
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 2025
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Saravanaraj Sathyaseelan work?
Saravanaraj Sathyaseelan is an investment adviser representative registered through Legacy Wealth Management, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Saravanaraj Sathyaseelan a financial advisor?
Yes. Saravanaraj Sathyaseelan has a current investment-adviser registration in California, through Legacy Wealth Management since November 2025.
How many years of experience does Saravanaraj Sathyaseelan have?
Saravanaraj Sathyaseelan has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Saravanaraj Sathyaseelan passed?
Saravanaraj Sathyaseelan has passed 4 licensing exams: the SIE, Series 66, Series 79TO and Series 7TO. The earliest, the SIE, was passed in May 2025.
Where is Saravanaraj Sathyaseelan based?
Saravanaraj Sathyaseelan’s registered office is in Sunnyvale, CA.
Is Saravanaraj Sathyaseelan registered with FINRA?
Yes. Saravanaraj Sathyaseelan has a current broker registration, under CRD 8118681.
Source: FINRA BrokerCheck
How can I verify Saravanaraj Sathyaseelan’s record?
Search CRD 8118681 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Saravanaraj Sathyaseelan’s full registration record.
