PC
Peter C. Covino
LEGACY WEALTH MANAGEMENT
Boise, ID 83713
Some features on this profile are disabled
CRD#: 3107080
PC
Professional summary
Peter Carmine Covino III, who also goes by Pete C Covino III, Pete C III Covino, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in Boise, Idaho and ANCORATO located in Meridian, Idaho.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Peter has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pete C Covino Iii | Pete C Iii Covino
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Peter Carmine Covino III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 28, 2015 - Present
LEGACY WEALTH MANAGEMENT, LLC
Office #1: 13965 W. Chinden Blvd. Suite 100, Boise, ID 83713RIA
CRD#: 174767
Boise, ID
Current
January 24, 2024 - Present
ANCORATO
Office #1: 851 N Hickory Street Suite 100, Meridian, ID 83642RIA
CRD#: 322695
Meridian, ID
Past
November 14, 2022 - December 31, 2023
ANCORATO
RIA
CRD#: 322695
MERIDIAN, ID
Past
March 3, 2014 - January 23, 2015
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
RIA
CRD#: 135288
Eagle, ID
Past
October 4, 2013 - January 9, 2015
AMERICAN INDEPENDENT SECURITIES GROUP, LLC
BD
CRD#: 135288
Eagle, ID
Past
October 12, 2010 - October 7, 2013
PROSPERA FINANCIAL SERVICES, INC.
RIA
CRD#: 10740
BOISE, ID
Past
October 8, 2010 - October 7, 2013
PROSPERA FINANCIAL SERVICES, INC.
BD
CRD#: 10740
BOISE, ID
Past
January 5, 2009 - September 30, 2010
VSR FINANCIAL SERVICES, INC.
RIA
CRD#: 14503
BOISE, ID
Past
January 5, 2009 - September 30, 2010
VSR FINANCIAL SERVICES, INC.
BD
CRD#: 14503
BOISE, ID
Past
January 5, 2005 - January 2, 2009
LPL FINANCIAL LLC
RIA
CRD#: 6413
PEORIA, AZ
Past
December 14, 2001 - January 2, 2009
LPL FINANCIAL LLC
BD
CRD#: 6413
PEORIA, AZ
Past
June 9, 1999 - December 31, 2001
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
October 20, 1998 - June 7, 1999
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Idaho(4/28/2015)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713
Mailing Address
Phone number
(208) 955-0500
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,728 |
| AUM (Assets Under Management) | $ 476,513,737 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 02/12/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
