Inactive

Miguel A Delgado

Legacy Wealth Management, LLC

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Current Employers

Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-12-23

CA RA
APPROVED

Since 2025-12-23

Branch Locations

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Richmond, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
David White & Associates	San Ramon	CA	08/2012	05/2021
Ameritas Investment Corp	Lincoln	NE	04/2014	05/2021
Ameritas Life Insurance Corp	Lincoln	NE	04/2014	05/2021
Lion Street Financial	San Ramon	CA	05/2021	10/2023
Lion Street Advisors	San Ramon	CA	05/2021	10/2023
Legacy Wealth Management, Llc	Boise	ID	10/2023	Present

08/2012 → 05/2021

David White & Associates

San Ramon, CA
04/2014 → 05/2021

Ameritas Investment Corp

Lincoln, NE
04/2014 → 05/2021

Ameritas Life Insurance Corp

Lincoln, NE
05/2021 → 10/2023

Lion Street Financial

San Ramon, CA
05/2021 → 10/2023

Lion Street Advisors

San Ramon, CA
10/2023 → Present

Legacy Wealth Management, Llc

Boise, ID

Previous Registrations

2021-05-07 → 2023-10-16

Lion Street Advisors, Llc

Austin, TX

San Ramon, CA
2014-10-28 → 2021-05-17

Ameritas Investment Company, Llc

San Ramon, CA

Lincoln, NE

Glendale, AZ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-10-16
S63	Uniform Securities Agent State Law Examination	2014-06-16

S65 Uniform Investment Adviser Law Examination

2014-10-16
S63 Uniform Securities Agent State Law Examination

2014-06-16

Designations

View on SEC IAPD

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