Bryan Sean McCrea
Investment Adviser Representative at Legacy Financial Independent Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Bryan Sean Mccrea is an investment adviser representative with Legacy Financial Independent Advisors LLC in Louisville, KY, where they have been registered since 2023. They have worked in the securities industry since 2010 and were previously registered with First Kentucky Securities Corp. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kentucky and Texas.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kentucky, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Kentucky Securities CorpJul 2010 – Jan 2023Louisville, KY
- Legacy Financial Independent Advisors LLCJan 2023 – Sep 2025Louisville, KY
- Legacy Financial Independent Advisors LLCSep 2025 – no end date reportedLouisville, KY
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Financial Independent Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning and wealth management services including investment management, retirement planning, tax-efficient asset liquidation, Social Security and pension timing decisions, 401(k) rollover guidance, Required Minimum Distribution calculations, estate planning, and tailored employee retirement plan advisory services.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 6
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Louisville, KY
- SEC file number:
- 801-127031
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Legacy Financial Independent Advisors LLC
5 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Sean McCrea has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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