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Gary Michael Pysz

Family Legacy Financial Solutions, LLC

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About Gary Michael Pysz

Gary Michael Pysz is an investment advisor representative with Family Legacy Financial Solutions, LLC. Gary is licensed and registered in North Carolina. Gary has been in the industry since June 2020 and has experience with Cambridge Investment Research, Inc. He has completed the Series 7, Series 66, and SIE exams. Gary's current firm, Family Legacy Financial Solutions, LLC is an investment advisor firm located in Cary, NC. They primarily serve high-net-worth individuals and individuals other than high-net-worth clients. They provide financial planning and portfolio management for individuals.

Firm Information

Gary Pysz is currently registered with Family Legacy Financial Solutions, LLC. Family Legacy Financial Solutions, LLC is an independent financial advisory firm with approximately $109 million in regulatory assets under management. The firm serves individuals, high-net-worth individuals, and provides financial planning and portfolio management services. They have a team of 3 licensed agents and 4 investment adviser representatives.

$109.00M

Assets Under Management

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Total Clients

3

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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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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Gary Pysz’s Registration & Firm History

NC

05/13/2021 - Present

Family Legacy Financial Solutions, LLC (CARY NC)

NC

06/29/2020 - 05/12/2021

CAMBRIDGE INVESTMENT RESEARCH, INC. (Cary NC)

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Licenses & Designations

BOTH

Issued 08/12/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/29/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gary Michael Pysz.
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