Peter Carmine Covino

Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2015 → Present
  Legacy Wealth Management, Llc
  Boise, ID
• 09/2022 → Present
  Legacy Investment Solutions, Llc
  Boise, ID
• 11/2024 → Present
  Elica Capital Investments, Llc
  Boise, ID
• 08/2021 → Present
  Legacy Peak Insurance Solutions, Llc
  Boise, ID

Previous Registrations

• 2022-11-14 → 2023-12-31
  Ancorato
  Boise, ID
• 2014-03-03 → 2015-01-23
  American Independent Securities Group, Llc
  Eagle, ID
  Eagle, ID
  Eagle, ID
• 2010-10-12 → 2013-10-07
  Prospera Financial Services, Inc.
  Dallas, TX
  Boise, ID
• 2009-01-05 → 2010-09-30
  Vsr Financial Services, Inc.
  Peoria, AZ
  Boise, ID
  Overland Park, KS
• 2005-01-05 → 2009-01-02
  Lpl Financial Llc
  Peoria, AZ

Other Businesses

Blue Sky Tax Advisory, LLC - Not Investment Related, 13965 W. Chinden, BLVD. #100, Boise, ID 83713, CPA Practice, Owner, Owner, December 12, 2024, 3 hours a month, 3 hours, Board Meetings and Decisions Legacy Integrated, LLC - Is investment Related, 13965 W. Chinden, Blvd. #100, Boise, ID 83713, Wealth Advisory Firm, Owner, Owner, July 24, 2019, 10 hours a month, 5 hours during trading hours, Legacy Wealth Advisors, LLC - Not Investment Related itself, but does engage in consulting for a number of investment related businesses, 13965 W. Chinden Blvd. #100, Boise, ID 83713, Pass through entity for a number of different business activities (Elica, Legacy Investment Solutions) and the Insurance Agency Obligations for Legacy Peak Insurance are conducted through Legacy Wealth Advisors, LLC. Further, has provided consultation services for publicly traded companies like Streamex, formerly known as Biosig, Lucent formerly known as tipmefast, Sentinal formerly known as James Maritime, Neovolta and International Land Alliance and has also provided consulting services for nonpublic companies like Tradebacked and U.S. Energy, Owner and Contractor, Owner, July 14, 2022, 15 hours a month, 15 hours a month during trading hours, as indicated, this is a pass through entity through which I conduct the other business activities indicated Legacy Portfolio Management, LLC - Is investment Related, 13965 W. Chinden Blvd. #100, Boise, ID 83713, This is the business entity where my advisory business is conducted. The Owners of Legacy Portfolio Management, operate under the SEC Registration of Legacy Wealth Management, LLC, Legacy Portfolio Management also provides the HR and Compliance services to Legacy Wealth Management and Legacy Investment Solutions. Legacy Portfolio Management also provides HR support to Blue Sky Tax. Owner, Owner. Started in December 20, 2017, the amount of time I spend is accounted for under Legacy Wealth Management, which I would say I spend 90 hours, with 80 hours during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-31
• S63 Uniform Securities Agent State Law Examination
  1998-10-01

Other Names

• Pete C Covino
• Pete C Iii Covino