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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-01-2025
- Office Locations
- 2
Office Locations
About Legacy Financial Advisors
Legacy Financial Advisors is a Towson-based RIA with 2 offices. The firm has been operating for 1 years. Managing $16.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Merrill Lynch.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 23 clients, or 11.5 clients per representative. That equates to $726.5K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on June 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Legacy Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Harel Turkel
President
- CRD
- --
- Ownership
- 75% or more
Raffaele Nicholas Mazzone
Lead Portfolio Analyst
- CRD
- #7260631
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Kipp Riley
--
- CRD
- #5730317
JAMES BRYAN SHAUGHNESS
--
- CRD
- #3081675
Showing 2 of 4 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,710,454 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,710,454 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Financial Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.