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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-01 |
| PA | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED_RES | 2026-06-26 |
Branch Locations
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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 11/2015 | 08/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 07/2025 | 06/2026 |
| Tiaa | Pittsburgh | PA | 08/2018 | 06/2026 |
| Legacy Edge Advisors | Syosset | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-03 |
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