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Barry Gladstein

Legacy Edge Advisors
19 Years of Experience
New York, NY
Sells Insurance
View SEC Summary
View SEC Summary

Barry Gladstein is a registered investment advisor at Legacy Edge Advisors, based in New York, NY, with 19 years of industry experience. Barry 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

521 5th Avenue, 521 5th Avenue, New York, NY, 10175

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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

Barry 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
July 2022 - November 2023 · 1 yr 4 mos
Advice and Planning Services
February 2013 - July 2022 · 9 yrs 5 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
February 2013 - July 2022 · 9 yrs 5 mos
Credit Suisse Securities (USA) LLCBroker
February 2012 - February 2013 · 1 yr
Credit Suisse Securities (USA) LLC
February 2012 - February 2013 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2008 - February 2012 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - February 2012 · 4 yrs 7 mos
State Registrations2 states
NJNY
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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