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LEGACY EDGE ADVISORS
LEGACY EDGE ADVISORS, LLC
CRD 328064 · SEC 801-128842
485 UNDERHILL BLVD., SUITE 100, SYOSSET, NY, 11791, United States
Phone
516-447-4200
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.23B
Discretionary AUM
$1.23B
Team
18 total employees; 16 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 88 | $43.7M |
| High net worth individuals | 442 | $1.18B |
| Corporations/business entities | 2 | $536K |
States served
CA, CO, MD, MA, NJ, NY, NC, PA, TX, NH, CT, FL
Official SEC filing: View on IAPD