Legacy Edge Advisors

What changed

Co-founder who split from TIAA to start Legacy Edge Advisors, which grew to $1.2B in client assets.

Reported / discovered

Sep 2, 2026

Effective

Not reported

New role

Founder and Wealth Management Advisor

Previous role

Not reported

Market

Syosset, NY

Reported book

Not disclosed

Reported team size

4 people

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.