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RM
CFP
RM
CFP

Robert Marronaro

Legacy Edge Advisors
36 Years of Experience
Syosset, NY
Sells Insurance
View SEC Summary
View SEC Summary

Robert Marronaro is a CFP-designated registered investment advisor at Legacy Edge Advisors, based in Syosset, NY, with 36 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 532 clients with $1.2B in assets under management.

Legacy Edge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
532 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee ranges up to 2.50% of assets under management. Fees are generally negotiable and may be charged as a single rate or tiered rate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

485 Underhill Blvd. #100, Syosset, NY, 11791

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is an independent licensed insurance agent.

Employment History
Current Registrations
Legacy Edge Advisors
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wealthshield Partners, LLC
August 2021 - November 2023 · 2 yrs 3 mos
Advice and Planning Services
October 2005 - July 2021 · 15 yrs 9 mos
Tiaa-Cref Trust Company, Fsb
March 2004 - October 2005 · 1 yr 7 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2002 - July 2021 · 19 yrs
Citistreet Equities LLCBroker
January 2002 - July 2002 · 6 mos
AXA Advisors, LLCBroker
July 1994 - December 2001 · 7 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
July 1994 - January 2000 · 5 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1989 - August 1993 · 4 yrs 5 mos
State Registrations1 state
NJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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