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Caleb Andrew Howard

Investment Adviser Representative at ANCORATO

Boise, IDCRD #7093561Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Caleb Andrew Howard has worked in the securities industry since 2019. They have passed the Series 65 examination. They are registered to provide investment advisory services in Idaho and New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
IdahoNew York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/22/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Ancorato Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEIGELFAMCurrent
5/13/2026Boise, ID
ANCORATOCurrent
1/23/2024Boise, ID
LEGACY WEALTH MANAGEMENT, LLCCurrent
7/22/2019Meridian, ID
LEGACY INVESTMENT SOLUTIONS, LLC
10/25/202212/31/2023Meridian, ID

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ANCORATO

7 other advisors in the directory

View ANCORATO firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caleb Andrew Howard has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Caleb Andrew Howard - Financial Advisor in Boise, ID | AdvisorFinder