Theresa Bilello is a registered investment advisor at Legacy Edge Advisors, based in Syosset, NY, with 35 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 427 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Edge Advisors charges an annual fee of up to 2.50% of the value of your portfolio. The fee is negotiable and may be lower for family members living in the same household.
Location
485 Underhill Blvd., Suite 100, Syosset, NY, 11791
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Legacy Edge Advisors
Previous Registrations
Newedge Advisors
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Charles Schwab & CO., INC.Broker
Chemical Investment Services CORP.Broker
Essex National Securities, INC.Broker
Abn Amro Investment Services, INC.Broker
Eab Securities, INC.Broker
State Registrations1 state
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.