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Legacy Edge Advisors

Headquartered in SYOSSET, NY

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Firm Information

Legacy Edge Advisors is an investment advisory firm headquartered in Syosset, NY, managing over $626 million in assets. With 6 licensed agents and 12 investment adviser representatives, they provide financial planning and portfolio management for individuals and high-net-worth individuals. They also participate in wrap fee programs.

Legacy Edge Advisors

485 UNDERHILL BLVD.

SYOSSET, NY 11791

$626.96M

Assets Under Management

5

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (5)

LEGACY EDGE ADVISORS has a total of 5 branch locations across the country.
location

SYOSSET, NY

location

Bethesda, MD

location

Lakewood, CO

location

Roseland, NJ

location

New York, NY

Advisors at Legacy Edge Advisors

View All 12 Advisors
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Scott Jason Israel

RA

SYOSSET, NY

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Theresa Ann Bilello

RA

SYOSSET, NY

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Hui yao kelly Lin

RA

SYOSSET, NY

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Nicola Saverio Patullo

CFP®, RA

SYOSSET, NY

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Robert Paul Marronaro

CFP®, RA

SYOSSET, NY

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Charles Russell Hawes

CFP®, RA

Lakewood, CO

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Kenneth David Denicolo

RA

Lakewood, CO

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Timothy John Sommer

RA

SYOSSET, NY

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Disclosures

There are no public disclosures for Legacy Edge Advisors.

Frequently Asked Questions (9)

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