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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Legus is a financial advisor with Cresset Asset Management, LLC. David has been in the financial services industry since 2009. David has a Series 66 and Series 65 license, as well as a Series 7, Series 31 and SIE license. David's previous experience includes working as a financial advisor for U.S. BANCORP INVESTMENTS, INC. and SANFORD C. BERNSTEIN & CO., LLC. David specializes in providing financial advice to individuals, businesses, and charitable organizations. David is registered as an Investment Advisor Representative in Florida.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
06/07/2022 - Present
Cresset Asset Management, LLC (Naples FL)
FL
12/06/2012 - 01/09/2017
U.S. BANCORP INVESTMENTS, INC. (NAPLES FL)
MN
05/25/2009 - 09/15/2011
SANFORD C. BERNSTEIN & CO., LLC (MINNEAPOLIS MN)
IA
Issued 03/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/29/2009
Series 31 - Futures Managed Funds Examination
Active
Inactive
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