Skip to content

Peter Carmine Covino

Investment adviser representative at Ancorato
11 yearsExperience
1 stateRegistered in
$283.7MFirm assets
3 yearsFirm in business

Are you Peter Carmine Covino? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Elica Capital Investments, LLCNov 2024 to now
  2. AncoratoJan 2024 to now
  3. Legacy Investment Solutions, LLCSep 2022 to now
  4. Legacy Peak Insurance Solutions, LLCAug 2021 to now
  5. Legacy Wealth Management, LLCMar 2015 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 1 state (ID).

Ancorato

Legal name: Legacy Investment Solutions, LLC

$283.7MAssets managed
6Clients
8Advisers
3 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
3107080
Firm CRD
322695
Advisor's SEC record (opens in a new tab)
CallContact this firm