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Bruce Alan Siegel

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York
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ONE JERICHO PLAZA, JERICHO, NY 11753CRD# 2932234Firm CRD# 167212
01

About

Bruce Alan Siegel is a registered financial advisor based in JERICHO, New York, affiliated with FIRST LONG ISLAND INVESTORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FIRST LONG ISLAND INVESTORS, LLC
FIRST LONG ISLAND INVESTORS, LLC
AUM
$1.5B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at FIRST LONG ISLAND INVESTORS, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2932234
Firm CRD# 167212
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bruce Alan Siegel offer?
Bruce Alan Siegel specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Bruce Alan Siegel's credentials?
Bruce Alan Siegel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Alan Siegel located?
Bruce Alan Siegel 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 Bruce Alan Siegel charge for services?
Bruce Alan Siegel'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 in JERICHO
John Edward Thurber — SASSICAIA CAPITAL ADVISERS LLCRobert Daniel Rosenthal — FIRST LONG ISLAND INVESTORS, LLCRalph Francis Palleschi — FIRST LONG ISLAND INVESTORS, LLCStephen Joseph Juchem — FIRST LONG ISLAND INVESTORS, LLCMichael Roy Weinstat — WEINSTAT WEALTH MANAGEMENT, INC.
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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