Samuel Allman has been an investment adviser representative at Legacy Wealth Management since August 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.
- – present · 5 yearsSeattle, WA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Samuel Allman is registered as an investment adviser representative in Idaho, since August 2021.
- IdahoSince 25 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 August 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Samuel Albert Allman
- CRD
- 6300380
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- Seattle, WA
- Registration
- Investment adviser registration
- In the industry since
- August 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Samuel Allman work?
Samuel Allman is an investment adviser representative registered through Legacy Wealth Management, LLC since August 2021, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Allman a financial advisor?
Yes. Samuel Allman has a current investment-adviser registration in Idaho, through Legacy Wealth Management since August 2021.
How many years of experience does Samuel Allman have?
Samuel Allman has 5 years in the financial industry, since August 2021, across 1 adviser firm.
What exams has Samuel Allman passed?
Samuel Allman passed the Series 65 in August 2021.
Where is Samuel Allman based?
Samuel Allman’s registered office is in Seattle, WA.
Is Samuel Allman registered with FINRA?
No. Samuel Allman has no current broker registration.
How can I verify Samuel Allman’s record?
Search CRD 6300380 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Allman’s full registration record.
