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Kenneth David Denicolo

Legacy Edge Advisors

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About Kenneth David Denicolo

Kenneth Denicolo is an investment advisor representative with Legacy Edge Advisors, LLC. Kenneth has been in the industry since 1998. He is registered with the state of Colorado, and holds the following securities licenses: Series 7, Series 24, Series 63, Series 66, and SIE. Kenneth has a previous employment history with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and AXA ADVISORS, LLC. Kenneth specializes in financial planning and portfolio management for individuals.

Firm Information

Kenneth Denicolo is currently registered with Legacy Edge Advisors. 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.

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Kenneth Denicolo’s Registration & Firm History

NY

07/23/2024 - Present

Legacy Edge Advisors (SYOSSET NY)

NC

08/17/2006 - 06/17/2024

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

CO

03/27/2006 - 08/09/2006

AXA ADVISORS, LLC (DENVER CO)

CA

05/14/1998 - 07/07/2003

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

BOTH

Issued 05/20/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kenneth David Denicolo.
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