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- Custodian
- Morgan Stanley ยท SEI
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-01-2001
- Office Locations
- 1
Office Locations
About Legacy Investment Advisors Inc.
Legacy Investment Advisors Inc. is a retail RIA in Braintree, MA offering asset management and portfolio construction with planning support including estate planning and insurance/life insurance. Serves individuals such as business owners, entrepreneurs, and athletes, with portfolios focused on public funds like ETFs and mutual funds. Custody relationships include Morgan Stanley and SEI. Website includes a learning center with videos, flipbooks, and calculators.
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Investment Themes
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Owner & Executives
CHRISTOPHER ROBERT KRISTIAN
Chief Compliance Officer, Managing Director
- CRD
- #1740027
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,843,871 | -- |
| Total | $5,843,871 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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