Timothy John Sommer
Investment adviser representative at Legacy Edge Advisors
33 yearsExperience
1 stateRegistered in
$1.2BFirm assets
2 yearsFirm in business
Are you Timothy John Sommer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
33 years in the industry.
- Legacy Edge Advisors LLCApr 2024 to now
- Pks InvestmentsSep 2022 to now
- The Capital Group Investment Advisory ServicesMar 2022 to Apr 2024
- TIAASep 1993 to Feb 2022
- TIAA-CREF Individual & Institutional Services, LLCSep 1993 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (MD).
Legacy Edge Advisors
Legal name: Legacy Edge Advisors, LLC
$1.2BAssets managed
532Clients
19Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2407516
- Firm CRD
- 328064