Unclaimed Profile

Andy Albert Rad

LEGACY WEALTH MANAGEMENT, LLC·BOISE, Idaho

Series 6511 years registeredLEGACY WEALTH MANAGEMENT, LLC

13965 W. CHINDEN BLVD., BOISE, ID 83713CRD# 6121333Firm CRD# 174767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andy Albert Rad · BOISE, ID

Registration

CRD #6121333 · LEGACY WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

ANCORATO

Jan 2024 – present

LEGACY WEALTH MANAGEMENT, LLC

Mar 2015 – present

LEGACY INVESTMENT SOLUTIONS, LLC

Dec 2022 – Dec 2023

MERIDIAN, ID

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 18, 2015

Years registered · 11

Disclosure History

2025Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

LEGACY WEALTH MANAGEMENT, LLC

CRD 174767 · SEC 801-113480

AUM

$373M

Regulatory assets under management

Employees

3,537 client accounts

Services offered by LEGACY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andy Albert Rad offer?

Andy Albert Rad specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.

What are Andy Albert Rad's credentials?

Andy Albert Rad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andy Albert Rad located?

Andy Albert Rad is based in BOISE, Idaho, working with LEGACY WEALTH MANAGEMENT, LLC. Their office serves clients in the BOISE metropolitan area and surrounding communities.

How does Andy Albert Rad charge for services?

Andy Albert Rad's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY WEALTH MANAGEMENT, LLC?

LEGACY WEALTH MANAGEMENT, LLC has approximately 36 employees and manages $373M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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