Theresa A. Bilello

LEGACY EDGE ADVISORS

Syosset, NY 11791

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CRD#: 2074860

Professional summary

Theresa Ann Bilello, who also goes by Savino Bilello, Theresa Anna Bilello, Theresa Anna Savino, Theresa A Savino, is a registered financial advisor currently at LEGACY EDGE ADVISORS located in Syosset, New York.

Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Theresa has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Savino Bilello | Theresa Anna Bilello | Theresa Anna Savino | Theresa A Savino

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa Ann Bilello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 1, 2023 - Present

LEGACY EDGE ADVISORS

Office #1: 485 Underhill Blvd. Suite 100, Syosset, NY 11791

RIA

CRD#: 328064

Syosset, NY

Past

April 6, 2021 - November 1, 2023

NEWEDGE ADVISORS

RIA

CRD#: 171351

Melville, NY

Past

August 1, 2007 - March 8, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

MELVILLE, NY

Past

June 5, 2007 - March 8, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

MELVILLE, NY

Past

April 18, 1996 - April 24, 2007

CHARLES SCHWAB & CO., INC.

CRD#: 5393

MELVILLE, NY

Past

October 12, 1994 - April 8, 1996

CHEMICAL INVESTMENT SERVICES CORP.

CRD#: 36312

Past

December 11, 1993 - November 14, 1994

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

July 8, 1993 - October 17, 1994

LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

CHICAGO, IL

Past

November 14, 1990 - July 8, 1993

EAB SECURITIES, INC.

CRD#: 17623

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LEGACY EDGE ADVISORS

LEGACY EDGE ADVISORS | LEGACY EDGE ADVISORS, LLC

CRD#: 328064 / SEC#: 801-128842

RIA

Registered Investment Advisory firm - (2/1/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(11/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/31/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/28/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/1990

General Securities Representative Examination

Current Firm

LEGACY EDGE ADVISORS

LEGACY EDGE ADVISORS | LEGACY EDGE ADVISORS, LLC

CRD#: 328064 / SEC#: 801-128842

RIA

Registered Investment Advisory firm - (2/1/2024 Approved)

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Contact information

Main Address

485 Underhill Blvd. Suite 100, Syosset, NY 11791

Mailing Address

Phone number

(516) 447-4200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- LEGACY EDGE ADVISORS (3/13/2025)

FORM ADV PART 2A- LEGACY EDGE ADVISORS (3/13/2025)

Regulatory assets under management

Total Number of Accounts	1,118
AUM (Assets Under Management)	$ 896,164,407

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Theresa A. Bilello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Theresa Ann Bilello's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHEMICAL INVESTMENT SERVICES CORP.

ESSEX NATIONAL SECURITIES, LLC

LASALLE FINANCIAL SERVICES, INC.

EAB SECURITIES, INC.

Primary Firm SEC Registration

LEGACY EDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2007

Series 63

Date: 2/28/1991

SIE

Date: 10/1/2018

Series 7

Date: 11/13/1990

Current Firm

LEGACY EDGE ADVISORS

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY EDGE ADVISORS

TRUST BUT VERIFY

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