Caleb Andrew Howard

Current Employers

Employment History

• 02/2019 → Present
  Legacy Wealth Management
  Boise, ID
• 09/2010 → Present
  Independent Contractor
  Boise, ID
• 12/2013 → 08/2018
  Boise State University
  Boise, ID
• 10/2022 → Present
  Legacy Investment Solutions, Llc D.b.a. Ancorato
  Boise, ID
• 05/2026 → Present
  Weigel Fiduciary Asset Management
  New York, NY

Previous Registrations

• 2022-10-25 → 2023-12-31
  Ancorato
  Boise, ID

Other Businesses

Owns and Operates ATPP, LLC. This is not an investment related business. It is a video production services business. The address 5064 N. Thorton Ln., Boise, ID 83703. It was started in December 20, 2023. It essentially carries forward the videography services Mr. Howard has been doing since 2010. Mr. Howard expends approximate 100 hour a month on the business and about 8 hours a month are done during trading hours and leave is frequently used on those days. Legacy Wealth Management, LLC is an investment related business. It is located at 13965 W Chinden Blvd. #100, Boise, ID 83713, it is a client facing wealth management advisory business. Caleb is an investment advisor representative. He is a co-advisor for a few clients at the firm. He has been with Legacy Wealth Management, LLC since February 2019. Caleb devotes about 4 hours a month to this endeavor and about 2 of those hours are during trading hours. He provides advice to a few clients in conjunction with other advisors at the firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-22

Other Names

• Caleb Howard