Patrick Wilson has been an investment adviser representative at Legacy Wealth Management since July 2021, 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.
Patrick Wilson’s longest registration was 14 years at Crown Capital Securities, L.P. (2007–2021). Before joining Legacy Wealth Management in 2021, Patrick Wilson was registered through Crown Capital Securities, L.P.
- – present · 5 yearsCosta Mesa, CA · Adviser representative · Firm CRD 174767
- Crown Capital Securities, L.P.– · 14 yearsFullerton, CA · Adviser representative · Firm CRD 6312
Investment adviser representative registrations
Patrick Wilson is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from July 2021; the most recent is Texas, in May 2025.
- CaliforniaSince 12 July 2021
- TexasResidentSince 28 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 2 February 2024 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 14 November 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 August 2002 |
| Series 7 | General Securities Representative Examination | 1 July 2002 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Patrick Scott Wilson
- CRD
- 4537879
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Costa Mesa, CA
- Registration
- Investment adviser registration
- In the industry since
- July 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Patrick Wilson work?
Patrick Wilson is an investment adviser representative registered through Legacy Wealth Management, LLC since July 2021, and is not listed among the firm’s executive officers or direct owners.
Is Patrick Wilson a financial advisor?
Yes. Patrick Wilson has a current investment-adviser registration in California and Texas, through Legacy Wealth Management since July 2021.
How many years of experience does Patrick Wilson have?
Patrick Wilson has 24 years in the financial industry, since July 2002, across 2 adviser firms.
What exams has Patrick Wilson passed?
Patrick Wilson has passed 4 licensing exams: the Series 7, Series 63, Series 66 and Series 7TO. The earliest, the Series 7, was passed in July 2002. FINRA credited Patrick Wilson with the SIE, which began in October 2018.
Where did Patrick Wilson work before Legacy Wealth Management?
Before Legacy Wealth Management, Patrick Wilson was registered through Crown Capital Securities, L.P., January 2007 to July 2021.
Where is Patrick Wilson based?
Patrick Wilson’s registered office is in Costa Mesa, CA.
Is Patrick Wilson registered with FINRA?
No. Patrick Wilson has no current broker registration.
How can I verify Patrick Wilson’s record?
Search CRD 4537879 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Patrick Wilson’s full registration record.
