LEGACY TWO ADVISORS, LLC
Firm details
- Headquarters
- MASHPEE, Massachusetts
- CRD number
- 341717
- Registered since
- March 27, 2026
Firm profile
FINTRXOverview
Legacy Two Advisors, LLC is organized as a limited liability company and appears to operate primarily as a private-fund manager. The firm registered with the SEC in 2026 and is owned by an individual. It is not identified as a multi-state adviser, an active ESG investor, a pension consultant, or a related adviser to another registered firm. The firm’s filings list its role as sponsor, general partner and managing member of pooled investment vehicles, indicating its business centers on forming and operating closed‑end investment vehicles rather than acting as a traditional retail investment adviser or capital allocator on behalf of a broad client base.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1HARRY GREEN
CFOCRD 2640221
Contacts
1 of 1WENDELL MCCAIN
CRD 2281182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MASHPEE, MA
BARNSTABLE
Location
MASHPEE, MA
Headquartered in MASHPEE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- BARNSTABLE
- Address
- 13 Steeple St
- Time zone
- ET (UTC-5)
- Office locations
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