Rachel Taylor Wilmot
Investment adviser representative at Legacy Wealth Partners, LLC
10 yearsExperience
1 stateRegistered in
$646MFirm assets
1 yearFirm 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
10 years in the industry.
- Legacy Wealth Partners, LLCMar 2024 to now
- Charles SchwabAug 2022 to Jan 2024
- Lockheed MartinAug 2019 to Jul 2022
- Colorado State UniversityAug 2018 to May 2019
- Lockheed MartinJun 2018 to Aug 2018
- Colorado State UniversityAug 2017 to May 2018
- Janus Henderson InvestorsJun 2017 to Aug 2017
- Colorado State UniversityMay 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Legacy Wealth Partners, LLC
$646MAssets managed
1,064Clients
9Advisers
1 yearIn 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
- 7594087
- Firm CRD
- 333032