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Chief Executive Officer · Legacy Wealth Management, LLC

Paul C. Hickey

CRD 5221123 · Named on Form ADV at one SEC-registered adviser

At a glance

Legacy Wealth Management, LLC, an SEC-registered wealth manager based in Boise, ID with $629 million in regulatory assets, lists Paul C. Hickey on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Paul’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.