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Andy Rad

Managing Member at Legacy Wealth Management in Garden Valley, ID

Investment adviser registrationUpdated

Andy Rad is Managing Member of Legacy Wealth Management, LLC, an investment adviser managing $629M, and works from its Garden Valley, ID office. Andy Rad has been registered as an investment adviser representative through Legacy Wealth Management since 18 March 2015, has 11 years in the industry across 2 firms and has passed the Series 65.

11
Years in industry
11
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Andy Rad has been Managing Member of Legacy Wealth Management since January 2019, is a control person of the firm and directly owns 75% or more of it.

Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.

Andy Rad’s longest registration is the current one, 11 years at Legacy Wealth Management since 2015.

  1. AncoratoAlso current
    – present · 2 years
    Garden Valley, ID · Adviser representative · Firm CRD 322695
  2. Legacy Investment Solutions, LLC
    – · 1 year
    Meridian, ID · Adviser representative · Firm CRD 322695
  3. Legacy Wealth Management, LLCCurrent
    – present · 11 years
    Garden Valley, ID · Adviser representative · Firm CRD 174767

Credentials and registrations

Investment adviser representative registrations

Andy Rad is registered as an investment adviser representative in Idaho, since March 2015.

  • IdahoSince 18 March 2015

Examinations

Series 6517 February 2015
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Andy Albert Rad
CRD
6121333
Firm
Legacy Wealth Management · CRD 174767
Role
Managing Member
Office
Garden Valley, ID
Registration
Investment adviser registration
In the industry since
March 2015
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Andy Rad work?

Andy Rad has been Managing Member of Legacy Wealth Management, LLC since January 2019, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 13 May 2026

Is Andy Rad a financial advisor?

Yes. Andy Rad has a current investment-adviser registration in Idaho, through Legacy Wealth Management since March 2015.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Andy Rad have?

Andy Rad has 11 years in the financial industry, since March 2015, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Andy Rad passed?

Andy Rad passed the Series 65 in February 2015.

Source: IAPD individual record, checked 22 October 2026

Where is Andy Rad based?

Andy Rad’s registered office is in Garden Valley, ID.

Source: IAPD individual record, checked 22 October 2026

Is Andy Rad registered with FINRA?

No. Andy Rad has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Andy Rad’s record?

Search CRD 6121333 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andy Rad’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Legacy Wealth Management

Sources

  1. IAPD individual record, CRD 6121333, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Legacy Wealth Management, LLC, filed 13 May 2026. Title, control and ownership bands.
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