Lutelles Lindley White

Employer firm

Legacy Edge Advisors CRD 328064

$1.23B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2012 → 05/2017
  Waddell & Reed, Inc
  Glenshaw, PA
• 11/2012 → 05/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Pittsburgh, PA
• 09/2016 → 04/2020
  East Liberty Chamber Of Commerce
  Pittsburgh, PA
• 05/2017 → 06/2026
  Tiaa-Cref Individual & Institutional Services, Llc
  Pittsburgh, PA
• 05/2017 → 06/2026
  Tiaa
  Pittsburgh, PA
• 06/2026 → Present
  Legacy Edge Advisors
  Syosset, NY

Previous Registrations

• 2017-05-22 → 2026-05-11
  Tiaa-Cref Individual & Institutional Services, Llc
  Pittsburgh, PA
  Cheswick, PA
• 2013-08-13 → 2017-05-16
  Waddell & Reed
  Pittsburgh, PA
  Pittsburgh, PA

Other Businesses

(1) RENTAL PROPERTY POSITION: Owner/Landlord NATURE: Renting an apartment that I own. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 02/10/2024 ADDRESS: 813-815 9th Ave, Brackenridge PA 15014, United States DESCRIPTION: I will be acting as the property manager. (2) LUNI, LLC POSITION: Owner NATURE: Rental Properties/landlord INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 09/30/2024 ADDRESS: Home Address, Cheswick PA 15024, United States DESCRIPTION: Landlord

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-16
• S63 Uniform Securities Agent State Law Examination
  2012-08-10

Other Names

• Lutelles L White
• Lute L White
• Lutelles Lindley White