Legacy Edge Advisors, LLC
● SEC registered since 2024CRD 328064SEC# 801-128842Syosset, NY
Reg. AUM
$1.23B
Employees
18
Accounts
532
Location
Syosset, NY
Legacy Edge Advisors, LLC assets under management
Legacy Edge Advisors, LLC is an SEC-registered investment adviser based in Syosset, NY. The firm has been registered since 2024. It reports $1.2 billion in regulatory assets under management and employs 18 people.
Legacy Edge Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Sean Kass Control | Managing Partner, Sr. Portfolio Manager | 25-50% | 2023 |
| Robert Francis Rom Control | Managing Partner, Senior Wealth Advisor | 25-50% | 2023 |
| Scott Jason Israel Control | Managing Partner, Senior Wealth Advisor | 25-50% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Edge Advisors, LLC manage?
Legacy Edge Advisors, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Legacy Edge Advisors, LLC have?
Legacy Edge Advisors, LLC reports 18 employees.
Where is Legacy Edge Advisors, LLC located?
Legacy Edge Advisors, LLC is based in Syosset, NY and has been SEC-registered since 2024.
Does Legacy Edge Advisors, LLC disclose fund performance?
Legacy Edge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 485 Underhill Blvd., Suite 100, Syosset, NY 11791 |
| Phone | 516-447-4200 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.23B▲ 37%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$1.23Bregulatory AUM
Discretionary $1.23B