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Elizabeth Legacy

23 Years of Experience
Safety Harbor, FL
Broker

Elizabeth Legacy is a registered investment advisor at Robinhood Asset Management, based in Safety Harbor, FL, with 23 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 252,664 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
111 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Safety Harbor, FL

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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.

Learn about disclosures →
Employment History
Current Registrations
Robinhood Asset Management
October 2025 - Present · 11 mos
Trade-Pmr INC.Broker
May 2025 - Present · 1 yr 4 mos
Previous Registrations
Realta Equities, INC.Broker
July 2024 - May 2025 · 10 mos
Realta Investment Advisors, INC
July 2024 - May 2025 · 10 mos
Sorrento Pacific Financial, LLC
March 2024 - June 2024 · 3 mos
Cuso Financial Services
June 2023 - June 2024 · 1 yr
Cuso Financial Services, L.P.Broker
June 2023 - June 2024 · 1 yr
Sorrento Pacific Financial, LLCBroker
June 2023 - June 2024 · 1 yr
M Financial Asset Management, INC.
November 2022 - May 2023 · 6 mos
M Financial Securities Marketing, INC.Broker
February 2020 - May 2023 · 3 yrs 3 mos
M Holdings Securities, INC.
January 2020 - May 2023 · 3 yrs 4 mos
M Holdings Securities, INC.Broker
January 2020 - May 2023 · 3 yrs 4 mos
Commonwealth Financial Network
October 2011 - January 2020 · 8 yrs 3 mos
Commonwealth Financial NetworkBroker
October 2011 - January 2020 · 8 yrs 3 mos
Uvest Financial Services Group, INC.Broker
September 2009 - February 2011 · 1 yr 5 mos
LPL Financial LLC
February 2006 - February 2011 · 5 yrs
LPL Financial LLCBroker
February 2006 - February 2011 · 5 yrs
Ameriprise Financial Services, INC.
April 2004 - March 2006 · 1 yr 11 mos
Ameriprise Financial Services, INC.Broker
April 2004 - March 2006 · 1 yr 11 mos
Ids Life Insurance CompanyBroker
April 2004 - March 2006 · 1 yr 11 mos
Wells Fargo Investments, LLCBroker
December 2003 - March 2004 · 3 mos
Wells Fargo Investments, LLC
December 2003 - March 2004 · 3 mos
American Express Financial Advisors INC.Broker
June 2002 - October 2003 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
June 2002 - October 2003 · 1 yr 4 mos
American Express Financial Advisors, INC.
May 2001 - April 2002 · 11 mos
Ids Life Insurance CompanyBroker
May 2001 - April 2002 · 11 mos
American Express Financial Advisors INC.Broker
May 2001 - April 2002 · 11 mos
State Registrations5 states
CAFLILSDTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Elizabeth Legacy - Financial Advisor | TrueAdvisor