AdvisorOS Directory
Claim Profile
Unclaimed Profile
EP

Edward Charles Palleschi

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York
SIE, Series 7, Series 66Clean record4 years registeredFIRST LONG ISLAND INVESTORS, LLC
ONE JERICHO PLAZA, JERICHO, NY 11753-1673CRD# 4157317Firm CRD# 167212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Charles Palleschi · JERICHO, NY
Registration
CRD #4157317 · FIRST LONG ISLAND INVESTORS, LLC · 4 years registered
Brand Profile
Not yet started
01

Career History

FIRST LONG ISLAND INVESTORS, LLC
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 10, 2021
Years registered · 4
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 →
Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JERICHO?

Browse all registered financial advisors in JERICHO, New York or claim this profile if it's yours.

Browse JERICHO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Edward Charles Palleschi offer?
Edward Charles Palleschi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Edward Charles Palleschi's credentials?
Edward Charles Palleschi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Charles Palleschi located?
Edward Charles Palleschi 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 Edward Charles Palleschi charge for services?
Edward Charles Palleschi'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at FIRST LONG ISLAND INVESTORS, LLC

Ralph Francis Palleschi
JERICHO, NY
Brian Phillip Gamble
JERICHO, NY
CFP
Bruce Alan Siegel
JERICHO, NY
Philip W Malakoff
JERICHO, NY
Jonathan Andrew Golub
JERICHO, NY
Stephen Joseph Juchem
JERICHO, NY

More Advisors in JERICHO, New York

John Charles Labbate
AMERICAN INVESTMENT PLANNERS LLC·JERICHO, NY
CFP
Jonathan Lee Gassman
G&G PLANNING CONCEPTS, INC.·JERICHO, NY
Monique V. Sinmao
DAKOTA INVESTMENT ADVISERS LLC·JERICHO, NY
Brendan John Obrien
GOLD COAST WEALTH MANAGEMENT, LLC·JERICHO, NY
Steven Bart Schonfeld
SASSICAIA CAPITAL ADVISERS LLC·JERICHO, NY
Katherine Mary Dean-Stahl
OPAL WEALTH ADVISORS, LLC·JERICHO, NY
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile