Beau M Toth
Investment adviser representative at Legacy Capital Wealth Partners, LLC
13 yearsExperience
1 stateRegistered in
$1.5BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Legacy Capital Wealth Partners, LLCJul 2023 to now
- Merchant Investment Management LLCJun 2022 to now
- Sextant Securities, LLCJun 2022 to now
- LPL Financial LLCApr 2020 to Jun 2022
- AXA Distributors, LLCSep 2018 to Mar 2020
- Neuberger Berman LLCMar 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (IL).
Legacy Capital Wealth Partners, LLC
$1.5BAssets managed
680Clients
17Advisers
8 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
- 5389119
- Firm CRD
- 291960