Breanna Rose has been an investment adviser representative at Legacy Wealth Management since August 2026, 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.
- – present · under a yearCenterville, UT · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Breanna Rose is registered as an investment adviser representative in Utah, since August 2026.
- UtahSince 6 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 26 May 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8313581
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Centerville, UT
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Breanna Rose work?
Breanna Rose is an investment adviser representative registered through Legacy Wealth Management, LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Breanna Rose a financial advisor?
Yes. Breanna Rose has a current investment-adviser registration in Utah, through Legacy Wealth Management since August 2026.
How many years of experience does Breanna Rose have?
Breanna Rose has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Breanna Rose passed?
Breanna Rose passed the Series 65 in May 2026.
Where is Breanna Rose based?
Breanna Rose’s registered office is in Centerville, UT.
Is Breanna Rose registered with FINRA?
No. Breanna Rose has no current broker registration.
How can I verify Breanna Rose’s record?
Search CRD 8313581 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Breanna Rose’s full registration record.
