Unclaimed Profile

Timothy Olin Urie

LEGACY EDGE ADVISORS, LLC·SYOSSET, New York

SIE, Series 7, Series 24, Series 63, Series 66CFPClean record24 years registeredLEGACY EDGE ADVISORS, LLC

485 UNDERHILL BLVD., SYOSSET, NY 11791CRD# 3175221Firm CRD# 328064

Profile Verification

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

Identity

Timothy Olin Urie · SYOSSET, NY

Registration

CRD #3175221 · LEGACY EDGE ADVISORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LEGACY EDGE ADVISORS

Nov 2023 – present

WEALTHSHIELD PARTNERS, LLC

May 2021 – Nov 2023

Chatham, NJ

ADVICE AND PLANNING SERVICES

Mar 2008 – Nov 2020

ROSELAND, NJ

COMMERCE CAPITAL MARKETS, INC.

Jun 2005 – Apr 2006

CHERRY HILL, NJ

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jul 2002 – Jan 2005

MARLTON, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · July 30, 2002

Years registered · 24

Professional designation · CFP

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 Timothy Olin Urie offer?

Timothy Olin Urie specializes in Financial Planning, Investment Management. Contact their office in SYOSSET, New York for a consultation.

What are Timothy Olin Urie's credentials?

Timothy Olin Urie holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Timothy Olin Urie located?

Timothy Olin Urie 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 Timothy Olin Urie charge for services?

Timothy Olin Urie'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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