Robert Rom
Legacy Edge Advisors · Syosset, New York
Robert Rom is a fee-only financial advisor at Legacy Edge Advisors in Syosset, New York, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH, NY · CRD 2575398 |
| Exams passed | Series 63 (1999) · Series 66 (2005) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Profile |
How Robert'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 Robert
Is Robert Rom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Legacy Edge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Robert Rom based?
Robert Rom is based in Syosset, New York.
What credentials does Robert Rom hold?
Robert Rom holds the CFP credential.
Is Robert Rom registered with the SEC?
Yes. Robert Rom is registered as an investment adviser representative in NH and NY (CRD 2575398), 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 Robert Rom?
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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