Dustin Lloyd

Ancorato

5 Years of Experience

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

851 N. Hickory Ave. #100, Meridian, ID, 83642

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ancorato

January 2024 - Present · 2 yrs 1 mo

Legacy Wealth Management, LLC

August 2020 - Present · 5 yrs 6 mos

Previous Registrations

Legacy Investment Solutions, LLC

October 2022 - December 2023 · 1 yr 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.