Andy Albert Rad
Chief Investment OfficerLegacy Investment Solutions, LLCCRD 6121333
About Andy Albert Rad
Andy Albert Rad is listed as Chief Investment Officer at Legacy Investment Solutions, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Under 5%. Andy Albert Rad is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Legacy Investment Solutions, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andy Albert Rad work?
Andy Albert Rad is listed as Chief Investment Officer at Legacy Investment Solutions, LLC on SEC Form ADV.
How much of Legacy Investment Solutions, LLC does Andy Albert Rad own?
Form ADV reports a beneficial ownership band of Under 5%.
Legacy Investment Solutions, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Legacy Wealth Management, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |
Legacy Investment Solutions, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |