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 8 states (or territories).

Current Firm Details
485 Underhill Blvd., Suite 100, Syosset, NY 11791
By the Numbers
  • Total Assets Under Management
    627
    MILLION
  • Total Number of Accounts
    893
    ACCOUNTS
  • Average Account Value
    $702,083
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, MA, NJ, NY, PA, TX

Financial Advisors at Legacy Edge Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Theresa Bilello, financial advisor Syosset NY
Theresa A. Bilello
CRD#: 2074860
485 Underhill Blvd., Suite 100, Syosset, NY 11791

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.

2
Scott Israel, financial advisor Syosset NY
Scott J. Israel
CRD#: 2770350
485 Underhill Blvd., Suite 100, Syosset, NY 11791

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.

3
Jason Kass, financial advisor Syosset NY
Jason S. Kass
CRD#: 3248234
485 Underhill Blvd., Suite 100, Syosset, NY 11791

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.

4
Robert Marronaro, financial advisor Syosset NY
Robert P. Marronaro
CRD#: 1431879
485 Underhill Blvd. #100, Syosset, NY 11791

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.

5
Robert Rom, financial advisor Syosset NY
Robert F. Rom
CRD#: 2575398
485 Underhill Blvd. #100, Syosset, NY 11791

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.

6
Timothy Urie, financial advisor Roseland NJ
Timothy O. Urie
CRD#: 3175221
101 Eisenhower Blvd., Suite 300, Roseland, NJ 07068

Timothy Urie (CRD# 3175221) is an Investment Advisor Representative working at Legacy Edge Advisors in Roseland, NJ and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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