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Theresa Ann Bilello

Legacy Edge Advisors

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About Theresa Ann Bilello

Theresa Bilello is a financial advisor with over 30 years of experience in the industry. Theresa is currently registered with Legacy Edge Advisors in SYOSSET, NY. She is a Series 7, 63 and 65 licensed advisor. Theresa has previously been employed by a number of firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CHARLES SCHWAB & CO., INC., CHEMICAL INVESTMENT SERVICES CORP., ESSEX NATIONAL SECURITIES, INC., ABN AMRO INVESTMENT SERVICES, INC., and EAB SECURITIES, INC.. Theresa specializes in financial planning and portfolio management for individuals.

Firm Information

Theresa Bilello 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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Theresa Bilello’s Registration & Firm History

NY

11/01/2023 - Present

Legacy Edge Advisors (SYOSSET NY)

NY

06/05/2007 - 03/08/2021

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

NY

04/18/1996 - 04/24/2007

CHARLES SCHWAB & CO., INC. (MELVILLE NY)

NA

10/12/1994 - 04/08/1996

CHEMICAL INVESTMENT SERVICES CORP.

CA

12/11/1993 - 11/14/1994

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

IL

07/08/1993 - 10/17/1994

ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)

NA

11/14/1990 - 07/08/1993

EAB SECURITIES, INC.

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Licenses & Designations

IA

Issued 07/31/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/13/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Theresa Ann Bilello.
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