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Nicola Saverio Patullo

Legacy Edge Advisors

Syosset, NY

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Current Employers
Legacy Edge Advisors

485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-11-01
  • NJ RA
    APPROVED
    Since 2023-11-01

Branch Locations

Syosset, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tiaa-Cref Individual & Institutional Services, Llc Princeton NJ 12/2004 11/2020
Wealthshield Partners, Llc (R) Roseland NJ 01/2023 10/2023
Unemployed Hillsborough NJ 12/2020 12/2022
Legacy Edge Advisors, Llc Syosset NY 11/2023 Present
Orbis Wealth Roseland NJ 01/2023 10/2023
Tiaa New York NY 12/2004 11/2020
  • 12/2004 → 11/2020
    Tiaa-Cref Individual & Institutional Services, Llc
    Princeton, NJ
  • 01/2023 → 10/2023
    Wealthshield Partners, Llc (R)
    Roseland, NJ
  • 12/2020 → 12/2022
    Unemployed
    Hillsborough, NJ
  • 11/2023 → Present
    Legacy Edge Advisors, Llc
    Syosset, NY
  • 01/2023 → 10/2023
    Orbis Wealth
    Roseland, NJ
  • 12/2004 → 11/2020
    Tiaa
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-09-18
S63 Uniform Securities Agent State Law Examination 2003-05-15
  • S65 Uniform Investment Adviser Law Examination
    2003-09-18
  • S63 Uniform Securities Agent State Law Examination
    2003-05-15
Designations
Other Names
  • Nicola Saverio Patullo
  • Nicola Saverio Patullo

View on SEC IAPD

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