Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| PA | RA | APPROVED | 2026-06-26 |
Branch Locations
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Pittsburgh | PA | 06/2015 | 06/2026 |
| Tiaa-Cref Individual & Institutional Services, Llc | Pittsburgh | PA | 06/2015 | 06/2026 |
| Legacy Edge Advisors | Syosset | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-02 |
Reach out to this advisor