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Adam John Legg

Isto Advisors, LLC

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About Adam John Legg

Adam Legg is a financial advisor registered with Isto Advisors, LLC. Adam is a Certified Financial Planner and a Chartered Financial Consultant. Adam has been in the financial industry since 2015. Prior to joining Isto Advisors, LLC, Adam was associated with Stonebridge Financial Partners, LLC and Northwestern Mutual. Adam holds the Series 6, Series 7TO and SIE licenses. Adam is currently registered to provide investment advice in Illinois and Michigan.

Firm Information

Adam Legg is currently registered with Isto Advisors, LLC. Isto Advisors, LLC is an investment advisory firm based in Troy, Michigan. The firm provides financial planning, pension consulting, and portfolio management services for individuals, businesses, and charitable organizations. Isto Advisors manages approximately $765.7 million in assets, with the majority of its clients being high-net-worth individuals and charitable organizations. The firm also provides selection of other advisors services.
Isto Advisors, LLC

2150 BUTTERFIELD DRIVE

TROY, MI 48084

$765.67M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Legg’s Registration & Firm History

MI

08/02/2022 - Present

Isto Advisors, LLC (TROY MI)

MI

03/01/2019 - 07/29/2022

CETERA ADVISOR NETWORKS LLC (BINGHAM FARMS MI)

MI

11/28/2016 - 02/27/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Lapeer MI)

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Licenses & Designations

BC

Issued 01/09/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/28/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam John Legg.
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