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LH

Lisa B. Hutter

LEGACY WEALTH MANAGEMENT
Dripping Springs, TX 78620
CRD#: 5261566
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LH
Lisa Bianculli HutterLEGACY WEALTH MANAGEMENT

Professional summary

Lisa Bianculli Hutter, who also goes by Lisa Marie Bianculli, Lisa Bianculli, Lisa B Hutter, Lisa Hutter, Lisa Bianculli Hutter, Lisa B Stabile, Lisa Bianculli Stabile, Lisa Stabile, Lisa Marie Stabile, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in Dripping Springs, Texas.

Lisa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Lisa has worked at 5 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lisa Marie Bianculli | Lisa Bianculli | Lisa B Hutter | Lisa Hutter | Lisa Bianculli Hutter | Lisa B Stabile | Lisa Bianculli Stabile | Lisa Stabile | Lisa Marie Stabile

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lisa Bianculli Hutter'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®
None

Experience

Current

June 10, 2026 - Present

LEGACY WEALTH MANAGEMENT, LLC

Office #1: 1034 Canyon Bend Dr. #a, Dripping Springs, TX 78620
RIA
CRD#: 174767
Dripping Springs, TX
Past

May 2, 2023 - June 15, 2026

IRONOAK WEALTH

RIA
CRD#: 306403
CEDAR PARK, TX
Past

February 4, 2022 - May 4, 2023

COMERICA SECURITIES

RIA
CRD#: 17079
AUSTIN, TX
Past

February 4, 2022 - May 4, 2023

COMERICA SECURITIES

BD
CRD#: 17079
AUSTIN, TX
Past

July 29, 2020 - February 1, 2022

MORGAN STANLEY

RIA
CRD#: 149777
Austin, TX
Past

June 27, 2020 - February 1, 2022

MORGAN STANLEY

BD
CRD#: 149777
Austin, TX
Past

June 1, 2009 - February 24, 2011

MORGAN STANLEY

RIA
CRD#: 149777
PURCHASE, NY
Past

June 1, 2009 - February 24, 2011

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

February 12, 2009 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
PURCHASE, NY
Past

October 15, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
PURCHASE, 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
Texas
(6/10/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/27/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/29/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/4/2008
General Securities Representative Examination

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)
Loading...

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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LEGACY WEALTH MANAGEMENT, LLC ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts3,728
AUM (Assets Under Management)$ 476,513,737

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/16/2025
Cover Page
Report
02/12/2025
Cover Page
Report

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.

Company Information

LEGACY WEALTH MANAGEMENT, LLC

CRD#: 174767Dripping Springs, TX 78620

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