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Financial ADVSR advisor directory · SEC adviser records

Legacy Edge Advisors financial advisors in Syosset, NY

Every SEC-registered investment adviser representative at a Legacy Edge Advisors office in Syosset, A to Z.

The short answer

9 registered advisors work at Legacy Edge Advisors in Syosset, out of 15 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Legacy Edge Advisors advisors in Syosset, A to Z

Every Legacy Edge Advisors advisor →

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

Legacy Edge Advisors advisors in other cities

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

Other firms in Syosset

All Syosset advisors →

Spirit Of America Management Corp. 7J.P. Morgan Securities LLC 64thought Financial Group Inc. 4Ameriprise Financial Services, LLC 4Old Bridge Wealth, Inc. 3

Questions

How many financial advisors does Legacy Edge Advisors have in Syosset?

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

Is Legacy Edge Advisors one of the largest advisor employers in Syosset?

Legacy Edge Advisors ranks number 1 in Syosset by registered advisors, ahead of Spirit Of America Management Corp. (7).

How do I check a Legacy Edge Advisors advisor in Syosset?

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. Weighing a move? Compare payouts by firm or value a recruiting offer.