Anthony Huber has been an investment adviser representative at Legacy Wealth Management since February 2025, and is not listed among the firm’s executive officers or direct owners.
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.
Anthony Huber’s longest registration was 3 years at Fidelity Personal and Workplace Advisors (2021–2025). Before joining Legacy Wealth Management in 2025, Anthony Huber was registered through Fidelity Personal and Workplace Advisors.
- Fidelity Personal and Workplace Advisors– · 3 yearsBoise, ID · Adviser representative · Firm CRD 288590
Investment adviser representative registrations
Anthony Huber is registered as an investment adviser representative in 2 states. The first approvals date from February 2025; the most recent is Utah, in June 2026.
- IdahoSince 12 February 2025
- UtahSince 12 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 September 2021 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 June 2020 |
| Series 7TO | General Securities Representative Examination | 8 June 2020 |
| SIE | Securities Industry Essentials Examination | 1 June 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7229174
- Firm
- Legacy Wealth Management · CRD 174767
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Huber work?
Anthony Huber is an investment adviser representative registered through Legacy Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Huber a financial advisor?
Yes. Anthony Huber has a current investment-adviser registration in Idaho and Utah, through Legacy Wealth Management since February 2025.
How many years of experience does Anthony Huber have?
Anthony Huber has 6 years in the financial industry, since July 2020, across 2 adviser firms.
What exams has Anthony Huber passed?
Anthony Huber has passed 4 licensing exams: the SIE, Series 7TO, Series 63 and Series 66. The earliest, the SIE, was passed in June 2020.
Where did Anthony Huber work before Legacy Wealth Management?
Before Legacy Wealth Management, Anthony Huber was registered through Fidelity Personal and Workplace Advisors, October 2021 to January 2025.
Is Anthony Huber registered with FINRA?
No. Anthony Huber has no current broker registration.
How can I verify Anthony Huber’s record?
Search CRD 7229174 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Huber’s full registration record.
