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Eric Fenlason

Legacy Investment Strategies, LLC

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About Eric Fenlason

Eric Fenlason is a financial advisor with over 10 years of experience in the industry. Eric is a Registered Representative with Legacy Investment Strategies, LLC, and also serves as an Investment Advisor Representative with the firm. Eric is licensed to provide investment advisory services in California, Louisiana and Maryland. Eric holds the Series 7 and Series 66 licenses. Eric also holds the designation of Chartered Financial Analyst. Eric is committed to providing clients with personalized investment advice and guidance. Eric specializes in investment strategies for individuals and high-net-worth clients.

Firm Information

Eric Fenlason is currently registered with Legacy Investment Strategies, LLC. Legacy Investment Strategies, LLC is an investment advisor with 9 investment advisory professionals, registered in the state of Florida. The firm manages $78.63 million in assets for 345 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm offers portfolio management for individuals and selection of other advisers.

$78.63M

Assets Under Management

Not reported

Total Clients

7

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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percentage of assets

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

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Eric Fenlason’s Registration & Firm History

LA

04/03/2024 - Present

Legacy Investment Strategies, LLC (METAIRIE LA)

LA

05/01/2023 - 05/01/2024

CROWN CAPITAL SECURITIES, L.P. (Metairie LA)

NY

02/06/2020 - 05/02/2023

FEF DISTRIBUTORS, LLC (NEW YORK NY)

MA

04/29/2014 - 02/03/2020

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC (BOSTON MA)

CT

07/24/2013 - 04/14/2014

MORGAN STANLEY (HARTFORD CT)

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Licenses & Designations

BOTH

Issued 08/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Eric Fenlason.
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