LEGACY EDGE ADVISORS, LLC

LEGACY EDGE ADVISORS
SYOSSET, New York·4 registered advisors·CRD# 328064
SEC# 801-1288422516-447-4200
01

Firm Overview

AUM
$627M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY EDGE ADVISORS, LLC

4 registered advisors
Jason Sean Kass
SYOSSET, New York
Robert Francis Rom
SYOSSET, New York
Scott Jason Israel
SYOSSET, New York
Timothy Olin Urie
SYOSSET, New York
05

Office Locations

SYOSSET, New York
4 advisors

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Data sourced from SEC Form ADV filings. LEGACY EDGE ADVISORS, LLC (CRD# 328064) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.