Kristina Sabbatini has been an investment adviser representative at Legacy Wealth Management since September 2025, 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.
Kristina Sabbatini’s longest registration was 5 years at Lion Street Advisors, LLC (2020–2025). Before joining Legacy Wealth Management in 2025, Kristina Sabbatini was registered through Lion Street Advisors, LLC and Ameritas Advisory Services.
- – present · 1 yearGilroy, CA · Adviser representative · Firm CRD 174767
- Lion Street Advisors, LLC– · 5 yearsSan Ramon, CA · Adviser representative · Firm CRD 167610
- Ameritas Advisory Services– · 1 yearGilroy, CA · Adviser representative · Firm CRD 14869
Investment adviser representative registrations
Kristina Sabbatini is registered as an investment adviser representative in 2 states. Each was approved in September 2025.
- CaliforniaSince 18 September 2025
- IdahoSince 18 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 July 2018 |
| Series 7 | General Securities Representative Examination | 21 September 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristina Chuck Sabbatini
- CRD
- 6766766
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Gilroy, CA
- Registration
- Investment adviser registration
- In the industry since
- September 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Kristina Sabbatini work?
Kristina Sabbatini is an investment adviser representative registered through Legacy Wealth Management, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kristina Sabbatini a financial advisor?
Yes. Kristina Sabbatini has a current investment-adviser registration in California and Idaho, through Legacy Wealth Management since September 2025.
How many years of experience does Kristina Sabbatini have?
Kristina Sabbatini has 9 years in the financial industry, since September 2017, across 3 adviser firms.
What exams has Kristina Sabbatini passed?
Kristina Sabbatini has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2017. FINRA credited Kristina Sabbatini with the SIE, which began in October 2018.
Where did Kristina Sabbatini work before Legacy Wealth Management?
Before Legacy Wealth Management, Kristina Sabbatini was registered through Lion Street Advisors, LLC, July 2020 to September 2025; Ameritas Advisory Services, September 2018 to July 2020.
Where is Kristina Sabbatini based?
Kristina Sabbatini’s registered office is in Gilroy, CA.
Is Kristina Sabbatini registered with FINRA?
No. Kristina Sabbatini has no current broker registration.
How can I verify Kristina Sabbatini’s record?
Search CRD 6766766 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristina Sabbatini’s full registration record.
