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Financial ADVSR advisor directory · SEC adviser records

Legacy Edge Advisors financial advisors in New York

Every SEC-registered investment adviser representative at a Legacy Edge Advisors office in New York, by city and A to Z.

The short answer

12 registered advisors work at Legacy Edge Advisors in New York, out of 15 nationwide; it's the firm's number 1 state by advisors, and the most are in Syosset (9). 2 list the CFP designation and 0 are also registered broker representatives.

Legacy Edge Advisors advisors by city in New York

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Syosset 9New York 3

Legacy Edge Advisors advisors in New York, A to Z

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Legacy Edge Advisors advisors in every state →Legacy Edge Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →

Legacy Edge Advisors in other states

Pennsylvania 3

Questions

How many Legacy Edge Advisors financial advisors are in New York?

12 investment adviser representatives are registered at Legacy Edge Advisors offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 15 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in New York does Legacy Edge Advisors have the most advisors?

Syosset, with 9, then New York (3). Legacy Edge Advisors has advisors in 2 cities in New York.

How do I check a Legacy Edge Advisors advisor in New York?

Each advisor below 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. Advisors are listed at the city of the Legacy Edge Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.