# LEGACY EDGE ADVISORS, LLC

LEGACY EDGE ADVISORS, LLC of SYOSSET, NY is an SEC-registered investment adviser.

## Registration

- CRD: 328064
- Type: SEC-registered investment adviser
- SEC file number: 801-128842
- Location: 485 UNDERHILL BLVD., SUITE 100, SYOSSET, NY, 11791
- Phone: 516-447-4200
- Latest filing: 2026-04-16
- Regulatory AUM: $1.2B
- Discretionary AUM: $1.2B
- Clients: 18
- Accounts: 532

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Olin Urie | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | Syosset, NY |
| Scott Jason Israel | MANAGING PARTNER, SENIOR WEALTH ADVISOR | — |
| Robert Francis Rom | MANAGING PARTNER, SENIOR WEALTH ADVISOR | — |
| Jason Sean Kass | MANAGING PARTNER, SR. PORTFOLIO MANAGER | — |
| URIE TIMOTHY OLIN | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ISRAEL SCOTT JASON | MANAGING PARTNER, SENIOR WEALTH ADVISOR | — |
| ROM ROBERT FRANCIS | MANAGING PARTNER, SENIOR WEALTH ADVISOR | — |
| KASS JASON SEAN | MANAGING PARTNER, SR. PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328064/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328064/similar
- Related entities: https://search.stillhousedata.com/firm/328064/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328064

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.