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Sonja Kurhanewicz

Investment adviser representative at Legacy Wealth Management in Pleasanton, CA

Investment adviser registrationUpdated

Sonja Kurhanewicz is an investment adviser representative at Legacy Wealth Management, LLC, an investment adviser managing $629M, and works from its Pleasanton, CA office. Sonja Kurhanewicz has been registered through Legacy Wealth Management since 28 October 2024 and has 1 year in the industry across 1 firm.

1
Years in industry
1
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Sonja Kurhanewicz 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.

  1. – present · 1 year
    Pleasanton, CA · Adviser representative · Firm CRD 174767

Credentials and registrations

Investment adviser representative registrations

Sonja Kurhanewicz 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 Sonja Kurhanewicz’s record.

Key facts

Full name
Sonja H. Kurhanewicz
CRD
7975325
Firm
Legacy Wealth Management · CRD 174767
Office
350 Main St. Ste. N, Pleasanton, CA 94566
Registration
Investment adviser registration
In the industry since
October 2024
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Sonja Kurhanewicz work?

Sonja Kurhanewicz 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.

Source: IAPD individual record, checked 24 October 2026

Is Sonja Kurhanewicz a financial advisor?

Yes. Sonja Kurhanewicz has a current investment-adviser registration in California, through Legacy Wealth Management since October 2024.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Sonja Kurhanewicz have?

Sonja Kurhanewicz has 1 year in the financial industry, since October 2024, across 1 adviser firm.

Source: IAPD individual record, checked 24 October 2026

Where is Sonja Kurhanewicz based?

Sonja Kurhanewicz’s registered office is in Pleasanton, CA.

Source: IAPD individual record, checked 24 October 2026

Is Sonja Kurhanewicz registered with FINRA?

No. Sonja Kurhanewicz has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

How can I verify Sonja Kurhanewicz’s record?

Search CRD 7975325 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sonja Kurhanewicz’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at Legacy Wealth Management

Sources

  1. IAPD individual record, CRD 7975325, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Legacy Wealth Management, LLC, filed 13 May 2026. Executive officers and direct owners; this person is not among them.