Brian Crane has been an investment adviser representative at Legacy Wealth Management since July 2019, 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 · 7 yearsMesa, AZ · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Brian Crane is registered as an investment adviser representative in Idaho, since July 2019.
- IdahoSince 16 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7115486
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Mesa, AZ
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Brian Crane work?
Brian Crane is an investment adviser representative registered through Legacy Wealth Management, LLC since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Brian Crane a financial advisor?
Yes. Brian Crane has a current investment-adviser registration in Idaho, through Legacy Wealth Management since July 2019.
How many years of experience does Brian Crane have?
Brian Crane has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Brian Crane passed?
Brian Crane passed the Series 65 in July 2019.
Where is Brian Crane based?
Brian Crane’s registered office is in Mesa, AZ.
Is Brian Crane registered with FINRA?
No. Brian Crane has no current broker registration.
How can I verify Brian Crane’s record?
Search CRD 7115486 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Crane’s full registration record.
