LEGACY EDGE ADVISORS

485 Underhill Blvd.
Suite 100
Syosset, New York 11791
Tel: 516-447-4200

About LEGACY EDGE ADVISORS

LEGACY EDGE ADVISORS, formally registered with the SEC as LEGACY EDGE ADVISORS. The firm was established in 02/01/2024. They have over 3 offices throughout the country.

LEGACY EDGE ADVISORS is a Syosset, New York based Financial Planning firm with nearly $626,960,009 assets under management, offering retirement planning & investment advisory services to 893 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	328064
SEC#	801-128842
Assets Managed by Firm	$626,960,009
No. of Clients	893
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	893	$626,960,009
Individuals (other than high net worth individuals)	170	$47,870,830
High net worth individuals	210	$579,089,179

More Retirement Planning firms in Syosset, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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