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Scott Israel

Legacy Edge Advisors
29 Years of Experience
Syosset, NY
View SEC Summary
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Scott Israel is a registered investment advisor at Legacy Edge Advisors, based in Syosset, NY, with 29 years of industry experience. Scott 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
—
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Location

485 Underhill Blvd., Suite 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 Activities

Scott is a passive partner in RSTM Partners, LLC, a real estate investment vehicle, since 2019. He dedicates minimal time to this activity.

Employment History
Current Registrations
Legacy Edge Advisors
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Newedge Advisors
April 2021 - November 2023 · 2 yrs 7 mos
Advice and Planning Services
April 2005 - April 2021 · 16 yrs
Tiaa-Cref Individual & Institutional Services, LLCBroker
July 2001 - April 2021 · 19 yrs 9 mos
Teachers Personal Investors Services, INC.Broker
November 1999 - June 2001 · 1 yr 7 mos
Dean Witter Reynolds INC.Broker
June 1999 - November 1999 · 5 mos
Eq Financial Consultants, INC.Broker
March 1997 - June 1999 · 2 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1997 - June 1999 · 2 yrs 3 mos
Royce Investment Group, INC.Broker
August 1996 - January 1997 · 5 mos
State Registrations2 states
NYTX
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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