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Timothy Olin Urie

LEGACY EDGE ADVISORS, LLC·SYOSSET, New York
Clean recordLEGACY 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Olin Urie 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
Introduction

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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# 3175221
Firm CRD# 328064
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Other Advisors at LEGACY EDGE ADVISORS, LLC

Scott Jason Israel
SYOSSET, NY
Jason Sean Kass
SYOSSET, NY
Robert Francis Rom
SYOSSET, NY

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