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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LEGACY EDGE ADVISORS

LEGACY EDGE ADVISORS, LLC, CRD 328064

SYOSSET, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7528ef1f-76bb-d8d8-6577-e01603b065de

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 29
Dated events: 8
On other graphs: 0
Observed: Sep 6, 2023 to Apr 16, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.2BItem 5.F on the latest filing (2026-04-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.2B
Private client RAUM: $1.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $64.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 18
Advisory employees: 16
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 532
Individual clients: 88
High net worth clients: 442
SEC number: 801-128842
CRD: 328064
Filings on the tape: 17
First filed: Sep 6, 2023
Latest filed: Apr 16, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ROBERT PAUL MARRONARO	Certified Financial Planner	SYOSSET, NY	2	24	3	no
THERESA ANN BILELLO	n/a	SYOSSET, NY	2	35	2	no
ROBERT FRANCIS ROM	Certified Financial Planner	SYOSSET, NY	2	31	2	no
SCOTT JASON ISRAEL	n/a	SYOSSET, NY	2	30	2	no
HUI YAO KELLY LIN	n/a	SYOSSET, NY \| New York, NY	2	27	2	no
NICOLA SAVERIO PATULLO	Certified Financial Planner	SYOSSET, NY	2	23	3	no
KEVIN MARSHALL BROOKS	n/a	New York, NY \| SYOSSET, NY	2	20	2	no
BARRY Howard GLADSTEIN	n/a	New York, NY	2	18	4	no
JASON SEAN KASS	Certified Financial Planner\|Chartered Financial Analyst	SYOSSET, NY	2	21	6	no
KENNETH DAVID DENICOLO	n/a	SYOSSET, NY \| Lakewood, CO	2	27	1	no
TIMOTHY JOHN SOMMER	n/a	SYOSSET, NY \| Bethesda, MD	1	33	2	no
CARLOS ALBERTO PRINCE	n/a	SYOSSET, NY \| Conshohocken, PA	1	19	6	no
CHARLES HENRY WHITMAN	n/a	SYOSSET, NY	1	40	n/a	no
KAREN RANDY FILLER	n/a	New York, NY \| SYOSSET, NY	1	37	1	no
TIMOTHY OLIN URIE	Certified Financial Planner	Roseland, NJ	0	27	4	no
CHARLES RUSSELL HAWES	Certified Financial Planner	SYOSSET, NY \| Lakewood, CO	0	26	2	no
Lutelles Lindley White	n/a	SYOSSET, NY \| Cheswick, PA	0	14	2	no
Collin Roy Church Glover	n/a	Coraopolis, PA \| SYOSSET, NY	0	18	4	no
JARROD JOHN SLEPPY	n/a	Sarver, PA \| SYOSSET, NY	0	14	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ISRAEL, SCOTT, JASON	MANAGING PARTNER, SENIOR WEALTH ADVISOR	C	yes	08/2023	Apr 16, 2026	Apr 16, 2026
KASS, JASON, SEAN	MANAGING PARTNER, SR. PORTFOLIO MANAGER	C	yes	08/2023	Apr 16, 2026	Apr 16, 2026
ROM, ROBERT, FRANCIS	MANAGING PARTNER, SENIOR WEALTH ADVISOR	C	yes	08/2023	Apr 16, 2026	Apr 16, 2026
URIE, TIMOTHY, OLIN	MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER	C	yes	08/2023	Apr 16, 2026	Apr 16, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Lakewood	Co	United States	1	no
Roseland	Nj	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 16, 2026	$1.2B	$1.2B	18	16	5	n/a	n/a
2024	Mar 28, 2025	$896M	$896M	12	12	2	n/a	n/a
2023	Mar 20, 2024	$627M	$614M	10	10	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	2	0	0	19	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.2B	$896M	37.1%	n/a	n/a	18	12	5	2

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ADVICE AND PLANNING SERVICES	2	May 11, 2026	Jun 26, 2026	SARVER, PA	Team lift out	Ibd to RIA	0.1%
WEALTHSHIELD PARTNERS, LLC	5	Nov 1, 2023	Jan 1, 2026	CARY, NC	Team lift out	RIA to new firm	26.3%
WEALTHSHIELD PARTNERS, LLC	2	Nov 1, 2023	Nov 1, 2023	NEW YORK, NY	Team lift out	RIA to new firm	10.5%
NEWEDGE ADVISORS	3	Nov 1, 2023	Nov 2, 2023	MELVILLE, NY	Team lift out	Ibd to new firm	0.9%

Relationships

Registered with (20)

← Collin Roy Church GloverAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← JARROD JOHN SLEPPYAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← Lutelles Lindley WhiteAdvisorregistration: current employment
Jun 17, 2026 to presentfactForm ADV
← CHARLES RUSSELL HAWESAdvisorregistration: previous registration
Jun 24, 2024 to Dec 31, 2025factForm ADV
← TIMOTHY OLIN URIEAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← KAREN RANDY FILLERAdvisorregistration: current employment
Jun 5, 2025 to presentfactForm ADV
← CHARLES HENRY WHITMANAdvisorregistration: current employment
May 29, 2025 to presentfactForm ADV
← CARLOS ALBERTO PRINCEAdvisorregistration: current employment
May 12, 2025 to presentfactForm ADV
← TIMOTHY JOHN SOMMERAdvisorregistration: current employment
Jan 18, 2025 to presentfactForm ADV
← KENNETH DAVID DENICOLOAdvisorregistration: current employment
Jul 23, 2024 to presentfactForm ADV
← JASON SEAN KASSAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← ROBERT PAUL MARRONAROAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← THERESA ANN BILELLOAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← ROBERT FRANCIS ROMAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← SCOTT JASON ISRAELAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← HUI YAO KELLY LINAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← NICOLA SAVERIO PATULLOAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← KEVIN MARSHALL BROOKSAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← BARRY Howard GLADSTEINAdvisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV
← Anca GarciaAdvisorregistration: previous registration
Nov 8, 2023 to Feb 1, 2024factForm ADV

Moved with (3)

← ADVICE AND PLANNING SERVICESRegistered adviser2 advisors, team lift out, same day
May 11, 2026 to Jun 26, 2026factForm ADV
← WEALTHSHIELD PARTNERS, LLCRegistered adviser5 advisors, team lift out, same day
Nov 1, 2023 to Jan 1, 2026factForm ADV
← NEWEDGE ADVISORSRegistered adviser3 advisors, team lift out, same day
Nov 1, 2023 to Nov 2, 2023factForm ADV

Controls (4)

← ROM, ROBERT, FRANCISOwnerMANAGING PARTNER, SENIOR WEALTH ADVISOR, ownership code C, individual
Sep 6, 2023 to Jul 25, 2024factForm ADV
← ISRAEL, SCOTT, JASONOwnerMANAGING PARTNER, SENIOR WEALTH ADVISOR, ownership code C, individual
Sep 6, 2023 to Jul 25, 2024factForm ADV
← URIE, TIMOTHY, OLINOwnerMANAGING PARTNER AND CHIEF COMPLIANCE OFFICER, ownership code C, individual
Sep 6, 2023 to Jul 25, 2024factForm ADV
← KASS, JASON, SEANOwnerMANAGING PARTNER, SR. PORTFOLIO MANAGER, ownership code C, individual
Sep 6, 2023 to Jul 25, 2024factForm ADV

Dated events

Occurred
May 11, 2026
Team lift-out
2 advisors left Advice And Planning Services (Sarver, PA) for Legacy Edge Advisors on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Mar 27, 2026
Regulatory AUM changed
Legacy Edge Advisors reported RAUM $1.2B, up 37% from $896.2M (2025-07-10 to 2026-03-27)
Form ADVobserved 4 days ago
$333M
Occurred
Mar 28, 2025
Regulatory AUM changed
Legacy Edge Advisors reported RAUM $896.2M, up 43% from $627.0M (2024-07-25 to 2025-03-28)
Form ADVobserved 4 days ago
$269M
Occurred
Feb 1, 2024
Advisor changed firm
Anca Garcia left Legacy Edge Advisors for Beacon Pointe Advisors, Llc (registered 2024-06-04)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2023
Team lift-out
2 advisors left Wealthshield Partners, LLC (New York, NY) for Legacy Edge Advisors on the same day
Form ADVobserved 3 days ago
2 advisors
Occurred
Nov 1, 2023
Team lift-out
3 advisors left Newedge Advisors (Melville, NY) for Legacy Edge Advisors on the same day
Form ADVobserved 2 days ago
3 advisors
Occurred
Nov 1, 2023
Team lift-out
5 advisors left Wealthshield Partners, LLC (Cary, NC) for Legacy Edge Advisors on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Sep 6, 2023
First Form ADV filing
Legacy Edge Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7528ef1f-76bb-d8d8-6577-e01603b065de
First observed: Sep 6, 2023
Last observed: Apr 16, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEGACY EDGE ADVISORS

LEGACY EDGE ADVISORS, LLC, CRD 328064

SYOSSET, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7528ef1f-76bb-d8d8-6577-e01603b065de

Data as of Apr 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:21 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ROBERT PAUL MARRONARO

Certified Financial Planner

SYOSSET, NY

THERESA ANN BILELLO

n/a

SYOSSET, NY

ROBERT FRANCIS ROM

Certified Financial Planner

SYOSSET, NY

SCOTT JASON ISRAEL

n/a

SYOSSET, NY

HUI YAO KELLY LIN

n/a

SYOSSET, NY | New York, NY

NICOLA SAVERIO PATULLO

Certified Financial Planner

SYOSSET, NY

KEVIN MARSHALL BROOKS

n/a

New York, NY | SYOSSET, NY

BARRY Howard GLADSTEIN

n/a

New York, NY

JASON SEAN KASS

Certified Financial Planner|Chartered Financial Analyst

SYOSSET, NY

KENNETH DAVID DENICOLO

n/a

SYOSSET, NY | Lakewood, CO

TIMOTHY JOHN SOMMER

n/a

SYOSSET, NY | Bethesda, MD

CARLOS ALBERTO PRINCE

n/a

SYOSSET, NY | Conshohocken, PA

CHARLES HENRY WHITMAN

n/a

SYOSSET, NY

n/a

KAREN RANDY FILLER

n/a

New York, NY | SYOSSET, NY

TIMOTHY OLIN URIE

Certified Financial Planner

Roseland, NJ

CHARLES RUSSELL HAWES

Certified Financial Planner

SYOSSET, NY | Lakewood, CO

Lutelles Lindley White

n/a

SYOSSET, NY | Cheswick, PA

Collin Roy Church Glover

n/a

Coraopolis, PA | SYOSSET, NY

JARROD JOHN SLEPPY

n/a

Sarver, PA | SYOSSET, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ISRAEL, SCOTT, JASON

MANAGING PARTNER, SENIOR WEALTH ADVISOR

yes

08/2023

Apr 16, 2026

KASS, JASON, SEAN

MANAGING PARTNER, SR. PORTFOLIO MANAGER

yes

08/2023

Apr 16, 2026

ROM, ROBERT, FRANCIS

MANAGING PARTNER, SENIOR WEALTH ADVISOR

yes

08/2023

Apr 16, 2026

URIE, TIMOTHY, OLIN

MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

yes

08/2023

Apr 16, 2026

City

State

Country

Employees

Also broker-dealer

Lakewood

United States

Roseland

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 16, 2026

$1.2B

n/a

2024

Mar 28, 2025

$896M

n/a

2023

Mar 20, 2024

$627M

$614M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.2B

$896M

37.1%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ADVICE AND PLANNING SERVICES

May 11, 2026

Jun 26, 2026

SARVER, PA

Team lift out

Ibd to RIA

0.1%

WEALTHSHIELD PARTNERS, LLC

Nov 1, 2023

Jan 1, 2026

CARY, NC

Team lift out

RIA to new firm

26.3%

WEALTHSHIELD PARTNERS, LLC

Nov 1, 2023

NEW YORK, NY

Team lift out

RIA to new firm

10.5%

NEWEDGE ADVISORS

Nov 1, 2023

Nov 2, 2023

MELVILLE, NY

Team lift out

Ibd to new firm

0.9%