Elisha Kes
Investment Adviser Representative at Legacy Wealth Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Elisha Kes is an investment adviser representative with Legacy Wealth Advisors, LLC in North Miami Beach, FL, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Element Pointe Family Office and Bigsur Partners, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California and Florida.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Florida
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.
- BigSur Wealth Management LLCDec 2019 – Jul 2021Miami, FL
- Banco Itau InternationalMay 2018 – Dec 2019Miami, FL
- FS InvestmentsNov 2013 – May 2018Orlando, FL
- Element Pointe Advisors, LLC dba Element Pointe Family OfficeAug 2021 – Jan 2024Miami, FL
- Element Pointe Advisors, LLC dba Element Pointe Family OfficeJan 2024 – Jul 2025Miami, FL
- Legacy Wealth Advisors, LLCJan 2026 – no end date reportedMiami, FL
- N/aJul 2025 – Jan 2026Palm Coast, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Wealth 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
- 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
Portfolio management, financial planning, tax and estate planning, and bespoke solutions developed in real-time partnership with clients to resolve sensitive or challenging matters.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- North Miami Beach, FL
- SEC file number:
- 801-128702
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 Wealth Advisors, LLC
3 other advisors in the directory
Similar advisors in North Miami Beach, FL
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. Elisha Kes 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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