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 RIA organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and advises both individual/family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fees are charged via a mix of percentage-of-AUM, hourly rates, and fixed fees. Legacy Edge does not identify as an active ESG investor and is not structured as a capital allocator; instead it appears to rely on external managers when accessing private-market strategies.
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 1
Jason Kass
Managing Partner and Chief Investment OfficerCRD 3248234
Contacts
3 of 18
Barry 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 205Active vs passive
$1.1B in ETFs
85%
$963M
14%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND (VCIT) | Vanguard | Passive | Corporate Bond | $113M | 1,372,355 | 10.01% |
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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