LEGACY EDGE ADVISORS, LLC of SYOSSET, NY is an SEC-registered investment adviser (CRD 328064). Regulatory assets under management: $1.2B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |