Peter Covino has been Managing Member of Legacy Wealth Management since December 2023, is a control person of the firm and directly owns between 25% and 50% 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.
Pete Covino is Founder & Managing Partner of Legacy Wealth Management. He founded the firm in 2015 after working in the financial services world since 1997, and has led its culture and vision in executive and advisory positions since. He chairs Legacy's investment committee, which evaluates investments, core strategies, risk mitigation and diversified asset allocation.
Peter Covino’s longest registration is the current one, 11 years at Legacy Wealth Management since 2015. Before joining Legacy Wealth Management in 2015, Peter Covino was registered through American Independent Securities Group, LLC and Prospera Financial Services, Inc.
- AncoratoAlso current– present · 2 yearsBoise, ID · Adviser representative · Firm CRD 322695
- Legacy Investment Solutions, LLC– · 1 yearMeridian, ID · Adviser representative · Firm CRD 322695
- – present · 11 yearsBoise, ID · Adviser representative · Firm CRD 174767
- American Independent Securities Group, LLC– · under a yearEagle, ID · Adviser representative · Firm CRD 135288
- Prospera Financial Services, Inc.– · 2 yearsBoise, ID · Adviser representative · Firm CRD 10740
- VSR Advisory Services– · 1 yearBoise, ID · Adviser representative · Firm CRD 14503
- LPL Financial Corporation– · 3 yearsPeoria, AZ · Adviser representative · Firm CRD 6413
Professional designations
Listed by Legacy Wealth Management
- Accredited Wealth Management Advisor (AWMA®)
Investment adviser representative registrations
Peter Covino is registered as an investment adviser representative in Idaho, since April 2015.
- IdahoSince 28 April 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 27 March 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 31 December 2004 |
| Series 24 | General Securities Principal Examination | 20 March 2002 |
| Series 7 | General Securities Representative Examination | 5 March 2002 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 20 February 2002 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 October 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 October 1998 |
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Peter Carmine Covino
- CRD
- 3107080
- Firm
- Legacy Wealth Management · CRD 174767
- Role
- Managing Member
- Office
- 13965 W. CHINDEN BLVD., SUITE 100, Boise, ID 83713
- Registration
- Investment adviser registration
- In the industry since
- January 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacywealthmg.com
Where does Peter Covino work?
Peter Covino has been Managing Member of Legacy Wealth Management, LLC since December 2023, and is a control person of the firm.
Is Peter Covino a financial advisor?
Yes. Peter Covino has a current investment-adviser registration in Idaho, through Legacy Wealth Management since April 2015.
How many years of experience does Peter Covino have?
Peter Covino has 27 years in the financial industry, since January 1999, across 6 adviser firms.
What exams has Peter Covino passed?
Peter Covino has passed 7 licensing exams: the Series 63, Series 6, Series 26, Series 7, Series 24, Series 65 and Series 31. The earliest, the Series 63, was passed in October 1998. FINRA credited Peter Covino with the SIE, which began in October 2018.
Where did Peter Covino work before Legacy Wealth Management?
Before Legacy Wealth Management, Peter Covino was registered through American Independent Securities Group, LLC, March 2014 to January 2015; Prospera Financial Services, Inc., October 2010 to October 2013; VSR Advisory Services, January 2009 to September 2010; LPL Financial Corporation, January 2005 to January 2009.
Where is Peter Covino based?
Peter Covino’s registered office is in Boise, ID.
Is Peter Covino registered with FINRA?
No. Peter Covino has no current broker registration.
How can I verify Peter Covino’s record?
Search CRD 3107080 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Covino’s full registration record.