Kevin Brooks
Legacy Edge Advisors · New York, New York
Kevin Brooks is a fee-only financial advisor at Legacy Edge Advisors in New York, New York. Legacy Edge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kevin →
Facts
| Firm | Legacy Edge Advisors |
|---|---|
| Based in | New York, 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 NY · CRD 4852253 |
| Exams passed | Series 66 (2005) |
| Firm size | 18 employees |
| Disclosures | Reported; see the SEC record |
How Kevin's firm compares
- Legacy Edge Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 532 accounts).
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
Is Kevin Brooks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin 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 Kevin charge for financial advice?
Kevin's firm, Legacy Edge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Brooks based?
Kevin Brooks is based in New York, New York.
Is Kevin Brooks registered with the SEC?
Yes. Kevin Brooks is registered as an investment adviser representative in NY (CRD 4852253), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Legacy Edge Advisors manage?
Legacy Edge Advisors reports $1.23B across 532 accounts in assets under management.
How do I contact Kevin Brooks?
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.
See something wrong? Request a correction. Read our methodology.