Legacy Edge Advisors
Legacy Edge Advisors (CRD# 328064) is a financial advisory firm headquartered in Syosset, NY. They manage $626,960,009 in 893 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management627MILLION
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Total Number of Accounts893ACCOUNTS
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Average Account Value$702,083
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, MD, NJ, NY, PA, TX
Theresa Bilello (CRD# 2074860) is an Investment Advisor Representative working at Legacy Edge Advisors in Syosset, NY and has over 33 years of experience in the finance industry.
Scott Israel (CRD# 2770350) is an Investment Advisor Representative working at Legacy Edge Advisors in Syosset, NY and has over 27 years of experience in the finance industry.
Jason Kass (CRD# 3248234) is an Investment Advisor Representative working at Legacy Edge Advisors in Syosset, NY and has over 19 years of experience in the finance industry.
Robert Marronaro (CRD# 1431879) is an Investment Advisor Representative working at Legacy Edge Advisors in Syosset, NY and has over 21 years of experience in the finance industry.
Robert Rom (CRD# 2575398) is an Investment Advisor Representative working at Legacy Edge Advisors in Syosset, NY and has over 25 years of experience in the finance industry.
Timothy Urie (CRD# 3175221) is an Investment Advisor Representative working at Legacy Edge Advisors in Roseland, NJ and has over 25 years of experience in the finance industry.