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LW

Lutelles L. White

LEGACY EDGE ADVISORS
Cheswick, PA
CRD#: 6087303
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LW
Lutelles Lindley WhiteLEGACY EDGE ADVISORS

Professional summary

Lutelles Lindley White, who also goes by Lute L White, Lutelles Lindley White, Lutelles L White, is a registered financial advisor currently at LEGACY EDGE ADVISORS located in Cheswick, Pennsylvania.

Lutelles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Lutelles has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lute L White | Lutelles Lindley White | Lutelles L White

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 Lutelles Lindley White'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 17, 2026 - Present

LEGACY EDGE ADVISORS

RIA
CRD#: 328064
Cheswick, PA
Past

May 22, 2017 - May 11, 2026

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
Pittsburgh, PA
Past

May 22, 2017 - May 11, 2026

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
Pittsburgh, PA
Past

August 13, 2013 - May 16, 2017

WADDELL & REED

RIA
CRD#: 866
PITTSBURGH, PA
Past

July 27, 2012 - May 16, 2017

WADDELL & REED

BD
CRD#: 866
PITTSBURGH, PA

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
Pennsylvania
(6/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/16/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/10/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/11/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/26/2012
Investment Company Products/Variable Contracts Representative Examination

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)
FORM ADV PART 2A- 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#: 328064Cheswick, PA

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