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LEGACY EDGE ADVISORS
Legal name: LEGACY EDGE ADVISORS, LLC
CRD 328064File 801-128842
APPROVED
Retail clients
Filing as of Apr 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.23B
Above cohort median (national)
Discretionary AUM
$1.23B
Clients
532
532 accounts
Employees
18
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 1, 2024
- Principal office
- 485 UNDERHILL BLVD., SUITE 100, SYOSSET, NY, 11791
- Phone
- 516-447-4200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.23B
- Discretionary AUM
- $1.23B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 532
- Non-discretionary accounts
- 0
- Total accounts
- 532
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $536K |
| High net worth individuals | 442 | $1.18B |
| Individuals (other than high net worth individuals) | 88 | $43.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.