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CG

Collin R. Glover

LEGACY EDGE ADVISORS
Coraopolis, PA
CRD#: 5358380
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CG
Collin Roy Church GloverLEGACY EDGE ADVISORS

Professional summary


Collin Roy Church Glover, who also goes by Collin Roy Church Glover, Collin R Glover, is a registered financial advisor currently at LEGACY EDGE ADVISORS located in Coraopolis, Pennsylvania.

Collin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Collin has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance


Always Fiduciary

Aliases


Collin Roy Church Glover | Collin R Glover

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 Collin Roy Church Glover'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

June 26, 2026 - Present

LEGACY EDGE ADVISORS

RIA
CRD#: 328064
Coraopolis, PA
Past

September 29, 2025 - June 5, 2026

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
Pittsburgh, PA
Past

December 11, 2015 - August 29, 2018

THE HUNTINGTON INVESTMENT COMPANY

RIA
CRD#: 16986
WEIRTON, WV
Past

December 4, 2015 - August 29, 2018

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
WEIRTON, WV
Past

February 28, 2013 - November 10, 2015

CITIZENS SECURITIES, INC.

RIA
CRD#: 39550
PITTSBURGH, PA
Past

February 28, 2013 - November 10, 2015

CITIZENS SECURITIES, INC.

BD
CRD#: 39550
PITTSBURGH, PA
Past

October 26, 2010 - February 26, 2013

PNC WEALTH MANAGEMENT LLC

RIA
CRD#: 129052
PITTSBURGH, PA
Past

January 6, 2009 - February 26, 2013

PNC WEALTH MANAGEMENT LLC

BD
CRD#: 129052
PITTSBURGH, PA
Past

November 20, 2007 - March 31, 2008

COMMERCE ONE FINANCIAL INC.

BD
CRD#: 100340
SYOSSET, NY
Past

September 3, 2007 - October 10, 2007

TRILLIUM BROKERAGE SERVICES, LLC

BD
CRD#: 120064
NEW YORK, 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".
LE
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
North Carolina
(7/1/2026)
IAR
Pennsylvania
(6/30/2026)
IAR
Texas
(6/26/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/25/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LE
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
14

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)

Regulatory assets under management


Total Number of Accounts1,118
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.

Company Information


LEGACY EDGE ADVISORS

CRD#: 328064Coraopolis, PA

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