LEGACY EDGE ADVISORS
Firm details
- Headquarters
- SYOSSET, New York
- CRD number
- 328064
- Registered since
- February 1, 2024
- Website
- legacyedgeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.4%
- Individuals3.56%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Edge Advisors is an independent registered investment adviser that appears on the SEC roster as of 2024 and is organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee model includes percentage-of-assets arrangements alongside hourly and fixed-fee engagements. Legacy Edge does not identify as an active ESG investor and does not act as a capital allocator; its disclosures list third-party advisory relationships rather than proprietary fund management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
- US Government Bonds2%
Owners & executives
1 of 1JASON KASS
Managing Partner and Chief Investment OfficerCRD 3248234
Contacts
3 of 15BARRY GLADSTEIN
Wealth Management AdvisorCRD 5260745
HUI YAO KELLY LIN
PartnerCRD 3128623
KEVIN BROOKS
Investment Adviser RepresentativeCRD 4852253
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 179Active vs passive
$988M in ETFs
86%
$846M
14%
$142M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $113M | 1,360,788 | 11.40% |
Location
SYOSSET, NY
NASSAU
Location
SYOSSET, NY
Headquartered in SYOSSET, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NASSAU
- Address
- 485 Underhill Blvd
- Time zone
- ET (UTC-5)
- Office locations
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