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Robert Francis Rom

LEGACY EDGE ADVISORS, LLC·SYOSSET, New York
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485 UNDERHILL BLVD., SYOSSET, NY 11791CRD# 2575398Firm CRD# 328064
01

About

Robert Francis Rom is a registered financial advisor based in SYOSSET, New York, affiliated with LEGACY EDGE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEGACY EDGE ADVISORS, LLC
LEGACY EDGE ADVISORS
AUM
$627M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at LEGACY EDGE ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2575398
Firm CRD# 328064
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Francis Rom offer?
Robert Francis Rom specializes in Financial Planning, Investment Management. Contact their office in SYOSSET, New York for a consultation.
What are Robert Francis Rom's credentials?
Robert Francis Rom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Francis Rom located?
Robert Francis Rom is based in SYOSSET, New York, working with LEGACY EDGE ADVISORS, LLC. Their office serves clients in the SYOSSET metropolitan area and surrounding communities.
How does Robert Francis Rom charge for services?
Robert Francis Rom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGACY EDGE ADVISORS, LLC?
LEGACY EDGE ADVISORS, LLC has approximately 12 employees and manages $627M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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