This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley ยท SEI
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 10 clients, or 10 clients per representative. That equates to $584.4K in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Legacy Investment Advisors Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Legacy Investment Advisors Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER ROBERT KRISTIAN
Chief Compliance Officer, Managing Director
- CRD
- #1740027
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,843,871 | -- |
| Total | $5,843,871 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Legacy Investment Advisors Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing