firm
Legacy Edge Advisors
SYOSSET, NY
CRD: 328064
In network coverage since October 28, 2026 · 1 story
$1.2BRegulatory AUMSEC Form ADV · Oct 24
18EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 5 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Legacy Edge Advisors
Sep 2 · from TIAA
Departures
None tracked.
Network coverage
Moves
Citizens adds $1.2 billion Newport Beach team from Ameriprise
WealthManagement.com reported the hire, part of Citizens' 13-team recruiting effort over two years.