Legacy Wealth Advisors of NY Revenue
Financial Services • 
East Syracuse, New York, United States • 1-10 Employees
Legacy Wealth Advisors of NY revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Key Contact at Legacy Wealth Advisors of NY
Mark Modzeleski
President/Owner Financial Advisor
Company overview
| Headquarters | 6456 Collamer Rd, East Syracuse, New York 13057, US |
| Phone number | +13159675043 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Founded | 2017 |
| Employees | 1-10 |
| Socials |
Legacy Wealth Advisors of NY Email Formats
Legacy Wealth Advisors of NY uses 3 email formats. The most common is {first initial} (e.g., j@lwaofny.com), used 40% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@lwaofny.com | 40% |
{first name} | john@lwaofny.com | 40% |
{first name}{last name} | johndoe@lwaofny.com | 20% |
About Legacy Wealth Advisors of NY
Legacy Wealth Advisors of NY: Shaping Your Financial Future with Integrity and Expertise At Legacy Wealth Advisors of NY, we pride ourselves on our tradition of building personal, face-to-face relationships that stand the test of time. Our team, deeply rooted in the communities we serve, is committed to making a significant difference in the lives of our clients. We guide families and businesses toward making informed, conscious financial decisions, empowering them with the knowledge to manage their financial future successfully. Our services extend beyond typical financial advisement, offering comprehensive business transition, succession planning, and continuity strategies. We also specialize in wealth management, insurance solutions, investment products, and employee benefits tailored for small to mid-size businesses. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Both JWC and JWCA are unaffiliated with Legacy Wealth Advisors of NY. Financial professionals must be properly registered to conduct securities-related business. Information provided is for educational purposes only and not intended as a solicitation to buy or sell any security. Visit www.finra.org and www.sipc.org for more information. Consult with your financial advisor to ensure compliance with state regulations. This version highlights the personalized approach of Legacy Wealth Advisors and maintains the necessary regulatory disclosures, ensuring a professional and compliant presentation.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Legacy Wealth Advisors of NY has never raised funding before.
Legacy Wealth Advisors of NY Tech Stack
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Frequently asked questions
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