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Timothy John Sommer

Legacy Edge Advisors

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About Timothy John Sommer

Timothy John Sommer is an investment advisor representative at Legacy Edge Advisors. Timothy has been in the industry for over 30 years and has experience working with individual investors. Timothy specializes in financial planning and portfolio management. Timothy holds the Series 6, 7, and 66 licenses and the SIE exam. He is registered with the state of Maryland as an Investment Advisor Representative. Prior to joining Legacy Edge Advisors, Timothy worked at PURSHE KAPLAN STERLING INVESTMENTS and TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

Firm Information

Timothy Sommer 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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Timothy Sommer’s Registration & Firm History

NY

01/18/2025 - Present

Legacy Edge Advisors (SYOSSET NY)

MD

09/08/2022 - 05/02/2024

PURSHE KAPLAN STERLING INVESTMENTS (BETHESDA MD)

MD

12/17/1993 - 03/09/2022

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BETHESDA MD)

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Licenses & Designations

BOTH

Issued 02/11/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2004

Series 7 - General Securities Representative Examination

BC

Issued 12/16/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Timothy John Sommer. Review regulatory record here.
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