Legacy Edge Advisors

Firm record

As recorded in SEC IAPD

Firm CRD

328064

SEC number

801-128842

Firm type

RIA

Assets under management

$1.2B as of Apr 16, 2026

Website

Not yet retrieved from the source record

Phone

516-447-4200

Address

485 Underhill Blvd., Syosset, NY, 11791

Advisors at this firm

19 in our index · page 1 of 1

• Theresa Ann BilelloCRD 2074860 · Syosset, NY
  IA RegisteredRegistration inactive
• Kevin Marshall BrooksCRD 4852253 · New York, NY
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kenneth David DenicoloCRD 3014450 · Lakewood, CO
  IA RegisteredRegistration inactive
• Karen Randy FillerCRD 1832434 · New York, NY
  IA RegisteredRegistration inactive
• Barry Howard GladsteinCRD 5260745 · New York, NY
  IA RegisteredRegistration inactive
• Collin Roy Church GloverCRD 5358380 · Coraopolis, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Charles Russell HawesCRD 4190938 · Lakewood, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Scott Jason IsraelCRD 2770350 · Syosset, NY
  IA RegisteredRegistration inactive
• Jason Sean KassCRD 3248234 · Syosset, NY
  IA RegisteredRegistration inactive
• Hui Yao Kelly LinCRD 3128623 · New York, NY
  IA RegisteredRegistration inactive
• Robert Paul MarronaroCRD 1431879 · Syosset, NY
  IA RegisteredRegistration inactive
• Nicola Saverio PatulloCRD 4100635 · Syosset, NY
  IA RegisteredRegistration inactive
• Carlos Alberto PrinceCRD 5312820 · Conshohocken, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Robert Francis RomCRD 2575398 · Syosset, NY
  IA RegisteredRegistration inactive
• Jarrod John SleppyCRD 5965959 · Sarver, PA
  IA RegisteredRegistration inactive
• Timothy John SommerCRD 2407516 · Bethesda, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Timothy Olin UrieCRD 3175221 · Roseland, NJ
  IA RegisteredRegistration inactive
• Charles Henry WhitmanCRD 1411972 · Syosset, NY
  IA Registered
• Lutelles Lindley WhiteCRD 6087303 · Cheswick, PA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.