Peter Carmine Covino

Ancorato

26 Years of Experience

5 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Ancorato

Compensation

Fee-Only (AUM)

Firm Size

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

Location

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

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History

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 Report How 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 1 mo

Legacy Wealth Management, LLC

April 2015 - Present · 10 yrs 10 mos

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 CorporationBroker

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

Advisor

Exams

No exam information available for this advisor.