Scott J. Israel

LEGACY EDGE ADVISORS

Syosset, NY 11791

Some features on this profile are disabled

CRD#: 2770350

Professional summary

Scott Jason Israel is a registered financial advisor currently at LEGACY EDGE ADVISORS located in Syosset, New York.

Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Scott 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

None

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.

RSTM PARTNERS, LLC POSITION: passive partner NATURE: Real Estate Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/09/2019 ADDRESS: 141 weyford terrace, garden city NY 11530, United States DESCRIPTION: Vehicle to invest in Real Estate

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jason Israel'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

April 29, 2005 - April 9, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

MELVILLE, NY

Past

July 16, 2001 - April 9, 2021

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

MELVILLE, NY

Past

November 12, 1999 - June 19, 2001

TEACHERS PERSONAL INVESTORS SERVICES, INC.

CRD#: 36130

NEW YORK, NY

Past

June 24, 1999 - November 10, 1999

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

March 5, 1997 - June 16, 1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

March 5, 1997 - June 16, 1999

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

August 2, 1996 - January 20, 1997

ROYCE INVESTMENT GROUP, INC.

CRD#: 10494

WOODBURY, NY

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)

IAR

Texas
(12/15/2023)

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: 4/20/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/8/1996

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: 8/1/1996

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Brian Marchini

LPL ENTERPRISE, LLC

IAR

White Plains, NY

Subhrajit Goon

AIMCDONNAUGH & CO. INC.

IAR

Berkeley heights, NJ

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Scott J. Israel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Jason Israel's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEWEDGE ADVISORS

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TEACHERS PERSONAL INVESTORS SERVICES, INC.

MORGAN STANLEY DW INC.

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

ROYCE INVESTMENT GROUP, INC.

Primary Firm SEC Registration

LEGACY EDGE ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/2005

Series 63

Date: 8/8/1996

SIE

Date: 10/1/2018

Series 7

Date: 8/1/1996

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

Similar Advisors