PC

Peter Carmine Covino

Ancorato
26 Years of Experience
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Firm Information

Ancorato
Compensation
Fee-Only (AUM)
Number of Advisors
7 advisors
Number of Clients
2,367 clients
Average Client Portfolio
$102K average
Assets Under Management
$240.3M

Fee Structure

Financial Planning:Investment management only

Legacy Investment Solutions charges a money management fee on assets under management. The fee may vary depending on the Model Portfolio or investments utilized, but will not exceed 2%. A different percentage may be charged for different investments. Fees are billed and payable in accord with the varied arrangements of our strategic partners.

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Areas of Practice
Investment Management

Advisor Information

Office location

13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713

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Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2025
Pending
Regulatory
January 2014
Final
Customer Dispute
January 2013
Settled
Customer Dispute
August 2011
Denied
Customer Dispute
May 2011
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Peter owns multiple businesses, including Blue Sky Tax Advisory LLC (CPA practice), Legacy Integrated LLC (wealth advisory firm), Legacy Wealth Advisors LLC (pass-through entity for other business activities and insurance obligations), and Legacy Portfolio Management LLC (advisory business). He spends about half his time on Legacy Wealth Management.

Employment History
Current Registrations
Ancorato
January 2024 - Present · 2 yrs
Legacy Wealth Management, LLC
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Legacy Investment Solutions, LLC
November 2022 - December 2023 · 1 yr 1 mo
American Independent Securities Group, LLC
March 2014 - January 2015 · 10 mos
American Independent Securities Group, LLC Broker
October 2013 - January 2015 · 1 yr 3 mos
Prospera Financial Services, INC.
October 2010 - October 2013 · 3 yrs
Prospera Financial Services, INC. Broker
October 2010 - October 2013 · 3 yrs
Vsr Advisory Services
January 2009 - September 2010 · 1 yr 8 mos
Vsr Financial Services, INC.Broker
January 2009 - September 2010 · 1 yr 8 mos
LPL Financial Corporation
January 2005 - January 2009 · 4 yrs
LPL Financial Corporation Broker
December 2001 - January 2009 · 7 yrs 1 mo
Equity Services, INC. Broker
June 1999 - December 2001 · 2 yrs 6 mos
Mony Securities CorporationBroker
October 1998 - June 1999 · 8 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.