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Brian Phillip Gamble

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York
SIE, Series 7TOCFPClean record4 years registeredFIRST LONG ISLAND INVESTORS, LLC
ONE JERICHO PLAZA, JERICHO, NY 11753-1673CRD# 7428427Firm CRD# 167212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Phillip Gamble · JERICHO, NY
Registration
CRD #7428427 · FIRST LONG ISLAND INVESTORS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

FIRST LONG ISLAND INVESTORS, LLC
Aug 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Registration record
First registered · August 24, 2021
Years registered · 4
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FIRST LONG ISLAND INVESTORS, LLC
CRD 167212 · SEC 801-21607
AUM
$1.5B
Regulatory assets under management
Employees
26
818 client accounts
Services offered by FIRST LONG ISLAND INVESTORS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at FIRST LONG ISLAND INVESTORS, LLC →
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05

Frequently Asked Questions

What services does Brian Phillip Gamble offer?
Brian Phillip Gamble specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Brian Phillip Gamble's credentials?
Brian Phillip Gamble holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brian Phillip Gamble located?
Brian Phillip Gamble is based in JERICHO, New York, working with FIRST LONG ISLAND INVESTORS, LLC. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Brian Phillip Gamble charge for services?
Brian Phillip Gamble's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST LONG ISLAND INVESTORS, LLC?
FIRST LONG ISLAND INVESTORS, LLC has approximately 26 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST LONG ISLAND INVESTORS, LLC

Ralph Francis Palleschi
JERICHO, NY
Bruce Alan Siegel
JERICHO, NY
Edward Charles Palleschi
JERICHO, NY
Philip W Malakoff
JERICHO, NY
Jonathan Andrew Golub
JERICHO, NY
Stephen Joseph Juchem
JERICHO, NY

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