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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 Meridian, 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

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2022

Legacy Wealth Management, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2019

Legacy Investment Solutions, LLC

TitleOwner
Ownership50-75%
Control personYes
Since2023