Paul Hickey has been Chief Executive Officer of Legacy Wealth Management since May 2025, is a control person of the firm and directly owns under 5% of it.
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.
- – present · under a yearCenterville, UT · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Paul Hickey is registered as an investment adviser representative in Utah, since June 2026.
- UtahSince 9 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2026 |
| Series 24 | General Securities Principal Examination | 21 March 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 May 2007 |
| Series 62 | Corporate Securities Limited Representative Examination | 2 May 2007 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Corporate Securities Limited Representative Examination
- Full name
- Paul Calvin Hickey
- CRD
- 5221123
- Firm
- Legacy Wealth Management · CRD 174767
- Role
- Chief Executive Officer
- Office
- Centerville, UT
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Paul Hickey work?
Paul Hickey has been Chief Executive Officer of Legacy Wealth Management, LLC since May 2025, and is a control person of the firm.
Is Paul Hickey a financial advisor?
Yes. Paul Hickey has a current investment-adviser registration in Utah, through Legacy Wealth Management since June 2026.
How many years of experience does Paul Hickey have?
Paul Hickey has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Paul Hickey passed?
Paul Hickey has passed 4 licensing exams: the Series 62, Series 63, Series 24 and Series 65. The earliest, the Series 62, was passed in May 2007.
Where is Paul Hickey based?
Paul Hickey’s registered office is in Centerville, UT.
Is Paul Hickey registered with FINRA?
No. Paul Hickey has no current broker registration.
How can I verify Paul Hickey’s record?
Search CRD 5221123 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Paul Hickey’s full registration record.
