Rex C. Emery

LEGACY WEALTH PARTNERS

LAKEWOOD, CO 80228

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CRD#: 4739051

Professional summary

Rex Charles Emery, CFP®, CLU®, who also goes by Rex C Emery, is a registered financial advisor currently at LEGACY WEALTH PARTNERS, LLC located in Lakewood, Colorado.

Rex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Rex has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rex C Emery

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.

~1) Project Black, LLC; Investment-related; Arvada, CO; Nature: LLC for privately investing in pre-IPO companies (Passive investment owning shares of Linqto. www.Linqto.com. 101 METRO DRIVE SUITE 335 SAN JOSE, CA 95110; Relationship: Shareholder through Project Black, LLC. Did an in-kind transfer of IP for a financial planning app I helped build for shares in this company.) PARTNER CO-OWNER; Start date: 8/6/2013; Less than 1 hour/year spent on this activity; No compensation. ~2) Get SNUG Inc.; Investment-related; 1644 Platte Street, Suite 400, Denver, CO 80218; Nature of business: Estate planning website; No position held & no current compensation other than shares owned (0.1%); Start date 03/2023; 1-2 hours per month during normal business hours; Duties: advising on features/functionality of the website. ~3) LEGACY WEALTH PARTNERS; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start date: 03/2014 Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rex Charles Emery's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2008

CLU^®

Chartered Life Underwriter

Experience

Current

March 3, 2025 - Present

LEGACY WEALTH PARTNERS, LLC

Office #1: 215 Union Blvd. Suite 215, Lakewood, CO 80228

RIA

CRD#: 333032

LAKEWOOD, CO

Past

November 12, 2014 - April 1, 2025

AVEO CAPITAL PARTNERS, LLC

RIA

CRD#: 157728

Lakewood, CO

Past

May 1, 2014 - September 30, 2022

DMK ADVISOR GROUP, INC.

CRD#: 41067

Englewood, CO

Past

May 11, 2005 - May 2, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

March 3, 2004 - May 2, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

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

Colorado
(3/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/30/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/2/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/27/2007

General Securities Principal Examination

Current Firm

LEGACY WEALTH PARTNERS, LLC

CRD#: 333032 / SEC#: 801-131757

RIA

Registered Investment Advisory firm - (1/3/2025 120-Day Approval)

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Contact information

Main Address

215 Union Blvd. Suite 215, Lakewood, CO 80228

Mailing Address

Phone number

(720) 552-8287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY WEALTH PARTNERS, LLC FORM ADV BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	2,001
AUM (Assets Under Management)	$ 563,852,455

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.

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Advisor Monitoring

Firm Stability Insights

Rex C. Emery

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rex Charles Emery's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVEO CAPITAL PARTNERS, LLC

DMK ADVISOR GROUP, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/30/2004

SIE

Date: 10/1/2018

Series 7

Date: 3/2/2004

Series 24

Date: 8/27/2007

Current Firm

LEGACY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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