ER
PFS
ER
PFS

Edwin Kyu Sung Ryu

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
55 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$137.5M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
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Location

2001 Gateway Place, Suite 600W, San Jose, CA, 95110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Edwin is a shareholder and board member of Concert Global Group, and a member of Concert Wealth Management's investment committee. He also serves on the board of directors for the Mountain View Buddhist Temple, the board of trustees at the York School of Monterey, and the board of trustees at Pitzer College, dedicating about 10-20% of his time to these activities.

Employment History
Current Registrations
Legacy Wealth Advisors, LLC
August 2000 - Present · 25 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.