Sarah Hodges has been an investment adviser representative at Legacy Wealth Management since September 2025, 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.
Sarah Hodges’ longest registration was 3 years at Wells Fargo Advisors (2022–2025). Before joining Legacy Wealth Management in 2025, Sarah Hodges was registered through Wells Fargo Advisors.
- – present · 1 yearBoise, ID · Adviser representative · Firm CRD 174767
- Wells Fargo Advisors– · 3 yearsBoise, ID · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Sarah Hodges is registered as an investment adviser representative in Idaho, since September 2025.
- IdahoSince 10 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 13 March 2023 |
| Series 65 | Uniform Investment Adviser Law Examination | 12 August 2022 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 July 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 7 July 2022 |
| SIE | Securities Industry Essentials Examination | 20 May 2022 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Sarah Victoria Hodges
- CRD
- 7520612
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 13965 W. CHINDEN BLVD., SUITE 100, Boise, ID 83713
- Registration
- Investment adviser registration
- In the industry since
- July 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Sarah Hodges work?
Sarah Hodges is an investment adviser representative registered through Legacy Wealth Management, LLC since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Hodges a financial advisor?
Yes. Sarah Hodges has a current investment-adviser registration in Idaho, through Legacy Wealth Management since September 2025.
How many years of experience does Sarah Hodges have?
Sarah Hodges has 4 years in the financial industry, since July 2022, across 2 adviser firms.
What exams has Sarah Hodges passed?
Sarah Hodges has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 65 and Series 7TO. The earliest, the SIE, was passed in May 2022.
Where did Sarah Hodges work before Legacy Wealth Management?
Before Legacy Wealth Management, Sarah Hodges was registered through Wells Fargo Advisors, August 2022 to September 2025.
Where is Sarah Hodges based?
Sarah Hodges’ registered office is in Boise, ID.
Is Sarah Hodges registered with FINRA?
No. Sarah Hodges has no current broker registration.
How can I verify Sarah Hodges’ record?
Search CRD 7520612 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Hodges’ full registration record.
