Lisa Hutter has been an investment adviser representative at Legacy Wealth Management since June 2026, 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.
Lisa Hutter’s longest registration was 3 years at Ironoak Wealth (2023–2026). Before joining Legacy Wealth Management in 2026, Lisa Hutter was registered through Ironoak Wealth and Comerica Securities.
- – present · under a yearDripping Springs, TX · Adviser representative · Firm CRD 174767
- Ironoak Wealth– · 3 yearsCedar Park, TX · Adviser representative · Firm CRD 306403
- Comerica Securities– · 1 yearAustin, TX · Adviser representative · Firm CRD 17079
- Morgan Stanley– · 1 yearAustin, TX · Adviser representative · Firm CRD 149777
- Morgan Stanley Smith Barney LLC– · 1 yearPurchase, NY · Adviser representative · Firm CRD 149777
- Morgan Stanley & Co. Incorporated– · under a yearPurchase, NY · Adviser representative · Firm CRD 8209
Investment adviser representative registrations
Lisa Hutter is registered as an investment adviser representative in Texas, since June 2026.
- TexasSince 10 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 29 July 2020 |
| Series 7TO | General Securities Representative Examination | 27 June 2020 |
| SIE | Securities Industry Essentials Examination | 29 May 2020 |
| Series 7 | General Securities Representative Examination | 4 June 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Lisa Bianculli Hutter
- CRD
- 5261566
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 1034 Canyon Bend Dr. #A, Dripping Springs, TX 78620
- Registration
- Investment adviser registration
- In the industry since
- February 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Lisa Hutter work?
Lisa Hutter is an investment adviser representative registered through Legacy Wealth Management, LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lisa Hutter a financial advisor?
Yes. Lisa Hutter has a current investment-adviser registration in Texas, through Legacy Wealth Management since June 2026.
How many years of experience does Lisa Hutter have?
Lisa Hutter has 8 years in the financial industry, since February 2018, across 5 adviser firms.
What exams has Lisa Hutter passed?
Lisa Hutter has passed 4 licensing exams: the Series 7, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in June 2008.
Where did Lisa Hutter work before Legacy Wealth Management?
Before Legacy Wealth Management, Lisa Hutter was registered through Comerica Securities, February 2022 to May 2023; Morgan Stanley, July 2020 to February 2022; Morgan Stanley Smith Barney LLC, June 2009 to February 2011; Morgan Stanley & Co. Incorporated, February 2009 to June 2009.
Where is Lisa Hutter based?
Lisa Hutter’s registered office is in Dripping Springs, TX.
Is Lisa Hutter registered with FINRA?
No. Lisa Hutter has no current broker registration.
How can I verify Lisa Hutter’s record?
Search CRD 5261566 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Hutter’s full registration record.
