Justin Martin has been Owner of Legacy Wealth Management since October 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
Justin Martin’s longest registration was 7 years at Legacy Wealth Management, LLC (2018–2026).
- Altura Private Wealth LLCAlso current– present · under a yearCenterville, UT · Adviser representative · Firm CRD 340533
- Strategic Advisers, Inc.– · 1 yearAmerican Fork, UT · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Justin Martin is registered as an investment adviser representative in Utah, since September 2026.
- UtahSince 24 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 August 2018 |
| Series 66 | Uniform Combined State Law Examination | 3 February 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 11 December 2007 |
| Series 7 | General Securities Representative Examination | 5 November 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin C Martin
- CRD
- 5423666
- Firm
- Legacy Wealth Management · CRD 174767
- Role
- Owner
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Martin work?
Justin Martin has been Owner of Legacy Wealth Management, LLC since October 2022.
Is Justin Martin a financial advisor?
Yes. Justin Martin has a current investment-adviser registration in Utah.
How many years of experience does Justin Martin have?
Justin Martin has 9 years in the financial industry, since April 2017, across 3 adviser firms.
What exams has Justin Martin passed?
Justin Martin has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 7, was passed in November 2007.
Where was Justin Martin previously registered as an investment adviser?
Justin Martin has past investment-adviser registrations through Legacy Wealth Management, LLC, October 2018 to September 2026; Strategic Advisers, Inc., November 2008 to June 2010, across 3 firms.
Is Justin Martin registered with FINRA?
No. Justin Martin has no current broker registration.
How can I verify Justin Martin’s record?
Search CRD 5423666 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Martin’s full registration record.
