Robert Oakes has been an investment adviser representative at Legacy Wealth Management since January 2022, 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.
- – present · 4 yearsBurley, ID · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Robert Oakes is registered as an investment adviser representative in Idaho, since January 2022.
- IdahoSince 20 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Todd Oakes
- CRD
- 7492263
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 1710 Overland Ave, Burley, ID 83318
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Oakes work?
Robert Oakes is an investment adviser representative registered through Legacy Wealth Management, LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Robert Oakes a financial advisor?
Yes. Robert Oakes has a current investment-adviser registration in Idaho, through Legacy Wealth Management since January 2022.
How many years of experience does Robert Oakes have?
Robert Oakes has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Robert Oakes passed?
Robert Oakes passed the Series 65 in January 2022.
Where is Robert Oakes based?
Robert Oakes’ registered office is in Burley, ID.
Is Robert Oakes registered with FINRA?
No. Robert Oakes has no current broker registration.
How can I verify Robert Oakes’ record?
Search CRD 7492263 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Oakes’ full registration record.
