Breakaway
Legacy Edge Advisors
TIAA → Legacy Edge Advisors
What changed
Co-founder who split from TIAA to start Legacy Edge Advisors, which grew to $1.2B in client assets.
- Reported / discovered
- Sep 2, 2026
- Effective
- Not reported
- New role
- Founder and Wealth Management Advisor
- Previous role
- Not reported
- Market
- Syosset, NY
- Reported book
- Not disclosed
- Reported team size
- 4 people
- Named people
- 1
Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.
Sources & evidence
WealthManagement.com ↗Sep 2, 2026 · Reporting
This record is supported by reporting. It has not been independently corroborated by a linked registration observation.
Record history
1 observations consolidated into one event.
Oct 2, 2026Source evidence reconciled