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Legacy Edge Advisors CRD 328064
$1.23B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-01 |
Branch Locations
369 Lexington Avenue, Suite 3111, New York, NY 10017 • United States
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | New York | NY | 04/2006 | 03/2022 |
| Wealthshield Partners, Llc Dba Orbis Wealth | New York | NY | 03/2022 | 10/2023 |
| Legacy Edge Advisors, Llc | New York | NY | 11/2023 | Present |
| Legacy Edge Advisors | New York | NY | 03/2022 | 10/2023 |
independent licensed insurance agent
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-13 |
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