Legacy Edge Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and tax planning. Financial planning was provided to 51–100 clients last fiscal year.
Legacy Edge Advisors reports 532 clients. They include 442 high-net-worth individuals, 88 individual clients, and 2 corporations and other businesses. Of its assets, 100.0% ($1.23B across 532 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $702M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 17% | 4% |
| High-net-worth individuals | 83% | 96% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 88 | $43.7M | 3.6% | $497K |
| High-net-worth individuals | 442 | $1.18B | 96.4% | $2.68M |
| Corporations and other businesses | 2 | $536K | 0.0% | $268K |
| Total | 532 | $1.23B | 100% | $2.31M |
- Clients
- 88
- Regulatory AUM
- $43.7M
- AUM share
- 3.6%
- Avg. per client
- $497K
- Clients
- 442
- Regulatory AUM
- $1.18B
- AUM share
- 96.4%
- Avg. per client
- $2.68M
- Clients
- 2
- Regulatory AUM
- $536K
- AUM share
- 0.0%
- Avg. per client
- $268K
Total
- Clients
- 532
- Regulatory AUM
- $1.23B
- AUM share
- 100%
- Avg. per client
- $2.31M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Legacy Edge Advisors charges up to 2.50% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fees
- Negotiated fixed financial planning fees range from $2,000 to $25,000, and negotiated hourly fees from $200 to $500.
Timothy Urie owns 25% to 50% of Legacy Edge Advisors. The leadership team of Legacy Edge Advisors includes Chief Compliance Officer Timothy Urie. It has 18 employees, 16 of them in advisory roles.
Leadership
- Timothy UrieManaging Partner and Chief Compliance Officer
- Scott IsraelManaging Partner, Senior Wealth Advisor
- Robert RomManaging Partner, Senior Wealth Advisor
- Jason KassManaging Partner, SR. Portfolio Manager
Investment adviser representatives
19 representatives listed in the SEC register as of 9 October 2026.
- Theresa Ann Bilello
- Kevin Marshall Brooks
- Kenneth David Denicolo
- Karen Randy Filler
- Barry Howard Gladstein
- Collin Roy Church Glover
- Charles Russell Hawes
- Scott Jason Israel
- Jason Sean Kass
- Hui Yao Kelly Lin
- Robert Paul Marronaro
- Nicola Saverio Patullo
- Carlos Alberto Prince
- Robert Francis Rom
- Jarrod John Sleppy
- Timothy John Sommer
- Timothy Olin Urie
- Lutelles Lindley White
- Charles Henry Whitman
Staff
- 18 employees
- 16 in advisory functions
- 16 state-registered reps
- 6 insurance agents
- Owns 25% to 50% of Legacy Edge Advisors, LLC
Timothy Urie
Control person · since August 2023
- Owns 25% to 50% of Legacy Edge Advisors, LLC
Scott Israel
Control person · since August 2023
- Owns 25% to 50% of Legacy Edge Advisors, LLC
Robert Rom
Control person · since August 2023
- Owns 25% to 50% of Legacy Edge Advisors, LLC
Jason Kass
Control person · since August 2023
Legacy Edge Advisors’ regulatory assets grew 2.0× from $627M (July 2024) to $1.23B (April 2026); clients rose from 380 to 532 and employees from 12 to 18.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.23B | 532 | 18 | 6 |
| July 2025 | $896M | 427 | 14 | 5 |
| July 2024 | $627M | 380 | 12 | 3 |
Besides its headquarters, Legacy Edge Advisors has 5 offices, with 6 listed addresses across 4 states.
New York · 3 listed addresses
- 485 Underhill BLVD., Suite 100, SyossetHQ
- 260 Madison Avenue, New York
- 369 Lexington Ave., New York
Colorado · 1 listed address
- 200 Union BLVD. Suite 200, Lakewood
New Jersey · 1 listed address
- 101 Eisenhower BLVD., Roseland
Pennsylvania · 1 listed address
- Four Tower Bridge, 200 Barr Harbor DR, Conshohocken
Contact and registration details
- Legal name
- Legacy Edge Advisors, LLC
- Headquarters
- 485 Underhill BLVD., Suite 100, Syosset, NY 11791
- Website
- legacyedgeadvisors.com
- Phone
- 516-447-4200
- SEC file
- 801-128842
- Founded
- 2023
- Structure
- New York LLC
- Fiscal year end
- December
Legacy Edge Advisors uses Charles Schwab ($855M) as custodian for its separately managed accounts. Legacy Edge Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $855M100%
At year end, Legacy Edge Advisors’ separately managed accounts were mostly in funds (80%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.09B across 239 positions; the largest are Vanguard Scottsdale Fds (10.4%), iShares TR (9.1%) and iShares TR (4.6%).
What the accounts hold
- Stocks9%
- Funds80%
- Bonds7%
- State and local bonds3%
- U.S. government and agency bonds2%
- Investment grade corporate bonds2%
- Cash4%
Reported 13F holdings
- $1.09B
- Reported 13F value
- 239
- Positions
- 45.0%
- In the 10 largest
- +14.4%
- Value vs. prior quarter
- Vanguard Scottsdale Fds · Int-term Corp.10.4%
- iShares TR · Core MSCI Eafe9.1%
- iShares TR · Rus 1000 Val ETF4.6%
- iShares Inc. · MSCI Emrg Chn4.2%
- iShares TR · Rus Mid Cap ETF3.9%
- iShares TR · National Mun ETF2.8%
- iShares TR · Rus 1000 Grw ETF2.8%
- J P Morgan Exchange Traded F · Income ETF2.7%
- iShares TR · iShares Semicdtr2.3%
- First TR Exch Traded FD Iii · Instl Pfd Secs2.2%
Together, the ten largest are 45.0% of reported value.
How many clients does Legacy Edge Advisors have?
Legacy Edge Advisors has 532 clients and manages $1.23 billion for them, as of April 2026. They include 442 high-net-worth individuals, 88 individual clients, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 April 2026
What services does Legacy Edge Advisors offer?
Legacy Edge Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Legacy Edge Advisors charge?
Legacy Edge Advisors charges up to 2.50% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Source: FORM ADV PART 2A- LEGACY EDGE ADVISORS, filed 27 March 2026
Which custodians does Legacy Edge Advisors use?
Legacy Edge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $855M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026
How many financial advisors does Legacy Edge Advisors have?
Legacy Edge Advisors has 16 investment adviser representatives registered with state securities authorities, out of 18 employees, and 16 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 6 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Legacy Edge Advisors invest in?
At the end of its last fiscal year, Legacy Edge Advisors’ separately managed accounts held 80% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 4% cash and equivalents, 3% state and local bonds, 2% U.S. government and agency bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Legacy Edge Advisors?
Legacy Edge Advisors’ direct owners are Timothy Urie, Scott Israel, Robert Rom and Jason Kass, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 April 2026
How does Legacy Edge Advisors get paid?
Legacy Edge Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Legacy Edge Advisors registered with the SEC?
Yes, Legacy Edge Advisors has been registered with the SEC as an investment adviser since 1 February 2024. Its CRD number is 328064 and its SEC file number is 801-128842.
Source: Form ADV Part 1A, Item 1, filed 16 April 2026; IAPD firm record
How do I contact Legacy Edge Advisors?
Legacy Edge Advisors’ main office is at 485 Underhill BLVD., Suite 100, Syosset, NY 11791. Its phone number is 516-447-4200. Its website is legacyedgeadvisors.com.