Best Investors Account Sign in
Inactive

Barry Howard Gladstein

Legacy Edge Advisors

New York, NY

Claim This Profile
Current Employers
Legacy Edge Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-01-13
NY RA APPROVED 2023-11-01
  • NJ RA
    APPROVED
    Since 2025-01-13
  • NY RA
    APPROVED
    Since 2023-11-01

Branch Locations

521 5Th Avenue 521 5Th Avenue, New York, NY 10175 • 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 New York NY 02/2013 06/2022
Wealthshield Partners, Llc® New York NY 07/2022 10/2023
Legacy Edge Advisors, Llc New York NY 11/2023 Present
Previous Registrations
Other Businesses

independent licensed insurance agent

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-11
  • S66 Uniform Combined State Law Examination
    2008-02-11
Other Names
  • Barry H Gladstein

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC
BRIGHTSPIRE CAPITAL ADVISORS, LLC
ACORN ADVISORY CAPITAL, L.P.
COMPASS GROUP LLC
CRESTVIEW PARTNERS
LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone
Logan Stephen Michals
JONATHAN HARRY SIEGEL
HAL WILLIAM BROWN
RICCARDO MARIA RAINIERI
TEDDY LELLOS

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor