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Timothy Olin Urie

Legacy Edge Advisors

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About Timothy Olin Urie

Timothy Urie is a financial advisor who is registered with the state of New Jersey. Timothy has been in the financial industry since 1999. Currently, Timothy is associated with Legacy Edge Advisors. Timothy has a broad background and has held positions at TIAA-CREF Individual & Institutional Services, LLC, Commerce Capital Markets, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.

Firm Information

Timothy Urie 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 Urie’s Registration & Firm History

NJ

11/01/2023 - Present

Legacy Edge Advisors (Roseland NJ)

NJ

05/04/2006 - 11/13/2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ROSELAND NJ)

NJ

01/31/2005 - 04/25/2006

COMMERCE CAPITAL MARKETS, INC. (CHERRY HILL NJ)

MN

04/13/1999 - 01/25/2005

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/13/1999 - 01/25/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 06/01/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2010

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/12/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Olin Urie.
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