Joseph Escujuri has been an investment adviser representative at Legacy Wealth Management since March 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 yearsBoise, ID · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Joseph Escujuri is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from March 2019; the most recent is Texas, in May 2025.
- IdahoSince 14 March 2019
- TexasResidentSince 28 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 March 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Joseph Scott Escujuri
- CRD
- 7074990
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 13965 W. CHINDEN BLVD., SUITE 100, Boise, ID 83713
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Escujuri work?
Joseph Escujuri is an investment adviser representative registered through Legacy Wealth Management, LLC since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Escujuri a financial advisor?
Yes. Joseph Escujuri has a current investment-adviser registration in Idaho and Texas, through Legacy Wealth Management since March 2019.
How many years of experience does Joseph Escujuri have?
Joseph Escujuri has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has Joseph Escujuri passed?
Joseph Escujuri passed the Series 65 in March 2019.
Where is Joseph Escujuri based?
Joseph Escujuri’s registered office is in Boise, ID.
Is Joseph Escujuri registered with FINRA?
No. Joseph Escujuri has no current broker registration.
How can I verify Joseph Escujuri’s record?
Search CRD 7074990 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Escujuri’s full registration record.
