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Financial ADVSR advisor directory · SEC adviser records

Legacy Edge Advisors financial advisors

Every SEC-registered investment adviser representative at Legacy Edge Advisors, by the state and city of the office they work from.

15 registered advisors work at Legacy Edge Advisors, in 3 states and 5 cities; the most are in Syosset, NY (9). 2 list the CFP designation and 0 are also registered broker representatives.

Cities with the most Legacy Edge Advisors advisors

Syosset, NY 9New York, NY 3Conshohocken, PA 1Lakewood, CO 1Sarver, PA 1

Legacy Edge Advisors advisors by state

Questions

How many financial advisors does Legacy Edge Advisors have?

15 investment adviser representatives are registered with Legacy Edge Advisors, according to the SEC's Investment Adviser Public Disclosure records, in 3 states and 5 cities. 2 list the CFP designation and 0 are also registered as broker representatives.

Where does Legacy Edge Advisors have the most advisors?

Syosset, NY, with 9 registered advisors, then New York, NY (3). By state, New York has the most, with 12.

How do I find a Legacy Edge Advisors financial advisor near me?

Pick your state below, then your city, to see every Legacy Edge Advisors advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Legacy Edge Advisors offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →