Unclaimed Profile

Justin C Martin

LEGACY WEALTH MANAGEMENT, LLC·BOISE, Idaho

Series 7, Series 63, Series 65, Series 66Clean record17 years registeredLEGACY WEALTH MANAGEMENT, LLC

13965 W. CHINDEN BLVD., BOISE, ID 83713CRD# 5423666Firm CRD# 174767

Profile Verification

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

Identity

Justin C Martin · BOISE, ID

Registration

CRD #5423666 · LEGACY WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

LEGACY WEALTH MANAGEMENT, LLC

Oct 2018 – present

STRATEGIC ADVISERS, INC.

Nov 2008 – Jun 2010

AMERICAN FORK, UT

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · November 26, 2008

Years registered · 17

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

Speak with Justin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Justin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BOISE?

Browse all registered financial advisors in BOISE, Idaho or claim this profile if it's yours.

Browse BOISE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Justin C Martin offer?

Justin C Martin specializes in Financial Planning, Investment Management. Contact their office in BOISE, Idaho for a consultation.

What are Justin C Martin's credentials?

Justin C Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin C Martin located?

Justin C Martin 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 Justin C Martin charge for services?

Justin C Martin'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →