Michael
Muldoon
Legacy Wealth Management Inc
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About this Advisor
Michael Muldoon is a certified financial planner based out of Manassas, Virginia. Muldoon is an advisor for Legacy Wealth Management Inc. During their career, the advisor has held roles at Ameriprise Financial Services, Inc, Advisors Ahead, Eric Johnsen, State Farm, Raymond James Financial Services, Inc, Spc Financial, Inc, Td Ameritrade Investment Management, LLC, Massmutual, Mml Investor Services, Strategic Development Resources, Spire Wealth Management, LLC, Grove Point Advisors LLC, Addison Group, Legacy Wealth Management Inc, Grove Point Investments, LLC, Spire Securities, LLC, Td Ameritrade, Inc, Michael Muldoon Sole Proprietor and Raymond James Financial Services Advisors, Inc. Muldoon has Series 66 and Series 63 licenses, designating them as a securities representative, and can work in Virginia. Legacy Wealth Management Inc is a financial advisory company based out of Manassas, VA. It has $105 million in assets under management between its 780 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 780 client accounts, just 3% are associated with high-net-worth investors who have at least $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. However, fees billed by Legacy Wealth Management Inc likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management Inc Brokerage Details
$104,571,244
3
780
$134,066
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Michael Muldoon Work History
Michael has been registered as a financial advisor for 0 years.*
Legacy Wealth Management Inc
Michael Muldoon Sole Proprietor
Grove Point Advisors LLC
Grove Point Investments, LLC
Addison Group
Spire Wealth Management, LLC
Spire Securities, LLC
Td Ameritrade Investment Management, LLC
Massmutual
Mml Investor Services
Td Ameritrade, Inc
Strategic Development Resources
Raymond James Financial Services, Inc
Spc Financial, Inc
Raymond James Financial Services Advisors, Inc
Ameriprise Financial Services, Inc
Advisors Ahead
Ameriprise Financial Services, Inc
Eric Johnsen, State Farm
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Muldoon 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 Inc
Manassas, VA
Manassas, VA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.