LEGACY EDGE ADVISORS, LLC
Legal name: LEGACY EDGE ADVISORS
CRD #328064 SEC #801-128842 SYOSSET, NY 516-447-4200
SEC Registered
Total AUM
$896.2M
Discretionary
$896.2M
Employees
14
Clients
51
Accounts
1,118
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ISRAEL, SCOTT, JASON | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| KASS, JASON, SEAN | I | MANAGING PARTNER, SR. PORTFOLIO MANAGER | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| ROM, ROBERT, FRANCIS | I | MANAGING PARTNER, SENIOR WEALTH ADVISOR | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
| URIE, TIMOTHY, OLIN | I | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jul 10, 2025 REGISTERED
Notice Filings (12)
CA CO CT FL MA MD NC NH NJ NY PA TX
Address
485 UNDERHILL BLVD.SUITE 100
SYOSSET, NY 11791
United States
Phone: 516-447-4200