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Kevin Marshall Brooks

Legacy Edge Advisors

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About Kevin Marshall Brooks

Kevin Marshall Brooks is a financial advisor with Legacy Edge Advisors in SYOSSET, NY. Kevin has been in the financial services industry since 2005 and has a strong track record of helping individuals and families achieve their financial goals. Kevin is a Series 7 and Series 66 licensed representative and holds the SIE certification. Prior to joining Legacy Edge Advisors, Kevin worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Kevin is committed to providing personalized financial advice and helping clients make informed decisions about their investments.

Firm Information

Kevin Brooks 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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Kevin Brooks’s Registration & Firm History

NY

11/01/2023 - Present

Legacy Edge Advisors (SYOSSET NY)

NY

07/18/2006 - 03/02/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)

NY

03/04/2005 - 06/21/2006

PARK AVENUE SECURITIES LLC (WOODBURY NY)

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Licenses & Designations

BOTH

Issued 12/13/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Kevin Marshall Brooks. Review regulatory record here.
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