Unclaimed Profile

Scott Jason Israel

LEGACY EDGE ADVISORS, LLC·SYOSSET, New York

SIE, Series 7, Series 63, Series 65Clean record21 years registeredLEGACY EDGE ADVISORS, LLC

485 UNDERHILL BLVD., SYOSSET, NY 11791CRD# 2770350Firm CRD# 328064

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Jason Israel · SYOSSET, NY

Registration

CRD #2770350 · LEGACY EDGE ADVISORS, LLC · 21 years registered

Brand Profile

Not yet started

Career History

LEGACY EDGE ADVISORS

Nov 2023 – present

NEWEDGE ADVISORS

Apr 2021 – Nov 2023

Melville, NY

ADVICE AND PLANNING SERVICES

Apr 2005 – Apr 2021

MELVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · April 29, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY EDGE ADVISORS, LLC

CRD 328064 · SEC 801-128842

AUM

$627M

Regulatory assets under management

Employees

893 client accounts

Services offered by LEGACY EDGE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY EDGE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Jason Israel offer?

Scott Jason Israel specializes in Financial Planning, Investment Management. Contact their office in SYOSSET, New York for a consultation.

What are Scott Jason Israel's credentials?

Scott Jason Israel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Jason Israel located?

Scott Jason Israel 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 Scott Jason Israel charge for services?

Scott Jason Israel'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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