The Legacy Group Employee Directory

Q: Who are The Legacy Group key employees?

Some of The Legacy Group key employees are Robert Capra , Evan Rogdakis

The Legacy Group corporate office is located in 6800 Jericho Tpke Ste 202, Syosset, New York, 11791, United States and has 11-50 employees.

the legacy group

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Key Employees of The Legacy Group

RC
Robert Capra
Director, Wealth Management
PhoneEmail
ER
Evan Rogdakis
Director, Financial Planning
PhoneEmail
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The Legacy Group Global Presence

Location	People at location
North America	1-10

Index of contact profiles from The Legacy Group

Hundreds of professionals searching for The Legacy Group have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JV
Jeff Velastegui
Email Direct
Founder & Managing Partner
United States , New York , Syosset

PV
Pamela Velastegui
Email Direct
Manager, Operations
United States , New York , Syosset

MW
Matthew Wilkow
Email Direct
Partner, Financial Planner
United States , New York , Syosset

RS
Robert Sturges
Email Direct
Financial Planner
United States , New York , Syosset

ML
Maria Loja-Hugo
Email Direct
Manager, Life Insurance Case
United States , New York , Syosset

JM
Janine Martinez
Email Direct
Wealth Management Coordinator
United States , New York , Syosset

RC
Robert Capra
Email Direct
Director, Wealth Management
United States , New York , Syosset

ER
Evan Rogdakis
Email Direct
Director, Financial Planning
United States , New York , Syosset

MB
Mark Badami
Email Direct
Financial Services Representative
United States , New York , Syosset

Former Employees at The Legacy Group

Explore people who held key positions, contributed to The Legacy Group's success, and advanced their careers.

AL
Anthony Lucarelli
Private Client Advisor at JP Morgan
Worked as Financial Associate
at The Legacy Group (2024-2025)
Email Direct
CM
Charles McCann
Financial Advisor at Prudential
Worked as Financial Planner
at The Legacy Group (2022-2023)
Email Direct

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Frequently Asked Questions Regarding The Legacy Group Employees

How many employees does The Legacy Group have?

The Legacy Group has 11-50 employees

Who are The Legacy Group key employees?

Some of The Legacy Group key employees are Robert Capra, Evan Rogdakis

Where is The Legacy Group located?

The Legacy Group’s headquarters are located at 6800 Jericho Tpke Ste 202, Syosset, New York, 11791, United States

How do I contact The Legacy Group?

The Legacy Group Contact Info: Phone number: (516) 682-3383 Website: www.legacygroupny.com

What does The Legacy Group do?

The Legacy Group is a fee-based fiduciary financial advisory firm located in Woodbury and Hauppauge, NY, specializing in comprehensive financial planning services. They offer a range of services including investment management, retirement planning, estate planning, business planning, risk management, and special needs planning. Their approach is ho... Read More

Is The Legacy Group a public company?

The Legacy Group is private company therefore does not currently have an official ticker symbol

See more information about The Legacy Group Employees