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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-18 |
Branch Locations
485 Underhill Blvd. Suite 100, Syosset, NY 11791 • United States
6701 Democracy Blvd Suite 300, Bethesda, MD 20817 • 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-Cref Individual & Institutional Services, Llc | Baltimore | MD | 09/1993 | 02/2022 |
| Tiaa | Baltimore | MD | 09/1993 | 02/2022 |
| The Capital Group Investment Advisory Services | Bethesda | MD | 03/2022 | 04/2024 |
| Pks Investments | Albany | NY | 09/2022 | Present |
| Legacy Edge Advisors Llc | Bethesda | MD | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-09 |
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