Unclaimed Profile

Benjamin Cory Lee

LEGACY WEALTH MANAGEMENT, LLC·BOISE, Idaho

Series 65Clean record5 years registeredLEGACY WEALTH MANAGEMENT, LLC

13965 W. CHINDEN BLVD., BOISE, ID 83713CRD# 7425444Firm CRD# 174767

Profile Verification

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

Identity

Benjamin Cory Lee · BOISE, ID

Registration

CRD #7425444 · LEGACY WEALTH MANAGEMENT, LLC · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC

Aug 2021 – Nov 2023

Woods Cross, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 11, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Benjamin Cory Lee offer?

Benjamin Cory Lee specializes in Financial Planning, Investment Management.

What are Benjamin Cory Lee's credentials?

Benjamin Cory Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Benjamin Cory Lee located?

Benjamin Cory Lee is based in BOISE, Idaho, last registered with LEGACY WEALTH MANAGEMENT, LLC.

How does Benjamin Cory Lee charge for services?

Benjamin Cory Lee'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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