Charles Whitman
Legacy Edge Advisors · Syosset, New York
Charles Whitman is a fee-only financial advisor at Legacy Edge Advisors in Syosset, New York. Legacy Edge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Legacy Edge Advisors |
|---|---|
| Based in | Syosset, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.23B across 532 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 1411972 |
| Exams passed | Series 63 (1985) · Series 65 (2025) |
| Firm size | 18 employees |
| Disclosures | None reported |
How Charles's firm compares
- Legacy Edge Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 532 accounts).
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Questions about Charles
Is Charles Whitman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Legacy Edge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Legacy Edge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Whitman based?
Charles Whitman is based in Syosset, New York.
Is Charles Whitman registered with the SEC?
Yes. Charles Whitman is registered as an investment adviser representative in NJ (CRD 1411972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Legacy Edge Advisors manage?
Legacy Edge Advisors reports $1.23B across 532 accounts in assets under management.
How do I contact Charles Whitman?
Contact details aren't on file yet. Search for Legacy Edge Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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