Caleb Howard 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.
Caleb Howard’s longest registration is the current one, 7 years at Legacy Wealth Management since 2019.
- WeigelfamAlso current– present · under a yearBoise, ID · Adviser representative · Firm CRD 310903
- AncoratoAlso current– present · 2 yearsBoise, ID · Adviser representative · Firm CRD 322695
- Legacy Investment Solutions, LLC– · 1 yearMeridian, ID · Adviser representative · Firm CRD 322695
- – present · 7 yearsMeridian, ID · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Caleb Howard is registered as an investment adviser representative in 2 states. The first approvals date from July 2019; the most recent is New York, in May 2026.
- IdahoSince 22 July 2019
- New YorkSince 14 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Caleb Andrew Howard
- CRD
- 7093561
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 851 N. Hickory Ave. #100, Meridian, ID 83642
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Caleb Howard work?
Caleb Howard 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 Caleb Howard a financial advisor?
Yes. Caleb Howard has a current investment-adviser registration in Idaho and New York, through Legacy Wealth Management since July 2019.
How many years of experience does Caleb Howard have?
Caleb Howard has 7 years in the financial industry, since July 2019, across 3 adviser firms.
What exams has Caleb Howard passed?
Caleb Howard passed the Series 65 in July 2019.
Where is Caleb Howard based?
Caleb Howard’s registered office is in Meridian, ID.
Is Caleb Howard registered with FINRA?
No. Caleb Howard has no current broker registration.
How can I verify Caleb Howard’s record?
Search CRD 7093561 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Caleb Howard’s full registration record.
