David
Condensa
Legacy Wealth Management, LLC
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About this Advisor
David Condensa is a financial advisor based in San Jose, California, working with Legacy Wealth Management, LLC. David has previously held positions at Peak 360 Wealth Management, Legitifi LLC, Eduroadmap, and Lion Street Financial. David has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, David is part of Legacy Wealth Management, LLC, which operates out of San Jose, California. The firm has 6 offices and 36 employees. The firm manages assets totaling $373.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Legacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$373,210,168
36
3,537
$105,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
David Condensa Work History
Eduroadmap
Peak 360 Wealth Management
Lion Street Financial
Legitifi LLC
Disclosures
Please visit the SEC profile of David Condensa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Wealth Management, LLC
Boise, ID
Boise, ID
Bountiful, UT
Burley, ID
Boise, ID
Boise, ID
Boise, ID
Boise, ID
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