Michael Bargetto has been an investment adviser representative at Legacy Wealth Management since February 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.
Michael Bargetto’s longest registration is the current one, 1 year at Legacy Wealth Management since 2025.
- Clear Creek Financial Management, LLCAlso current– present · under a yearPhoenix, AZ · Adviser representative · Firm CRD 170602
- – present · 1 yearPhoenix, AZ · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Michael Bargetto is registered as an investment adviser representative in Arizona, since February 2025.
- ArizonaSince 11 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Michael Lawrence Bargetto
- CRD
- 8041240
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Phoenix, AZ
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Bargetto work?
Michael Bargetto is an investment adviser representative registered through Legacy Wealth Management, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Bargetto a financial advisor?
Yes. Michael Bargetto has a current investment-adviser registration in Arizona, through Legacy Wealth Management since February 2025.
How many years of experience does Michael Bargetto have?
Michael Bargetto has 1 year in the financial industry, since February 2025, across 2 adviser firms.
What exams has Michael Bargetto passed?
Michael Bargetto passed the Series 65 in December 2024.
Where is Michael Bargetto based?
Michael Bargetto’s registered office is in Phoenix, AZ.
Is Michael Bargetto registered with FINRA?
No. Michael Bargetto has no current broker registration.
How can I verify Michael Bargetto’s record?
Search CRD 8041240 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Bargetto’s full registration record.
