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Jonathan Andrew Golub

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York
Series 14Clean recordFIRST LONG ISLAND INVESTORS, LLC
ONE JERICHO PLAZA, JERICHO, NY 11753-1673CRD# 7717902Firm CRD# 167212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Andrew Golub · JERICHO, NY
Registration
CRD #7717902 · FIRST LONG ISLAND INVESTORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 14
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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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Frequently Asked Questions

What services does Jonathan Andrew Golub offer?
Jonathan Andrew Golub specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Jonathan Andrew Golub's credentials?
Jonathan Andrew Golub is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Andrew Golub located?
Jonathan Andrew Golub 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 Jonathan Andrew Golub charge for services?
Jonathan Andrew Golub'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

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Brian Phillip Gamble
JERICHO, NY
CFP
Bruce Alan Siegel
JERICHO, NY
Edward Charles Palleschi
JERICHO, NY
Philip W Malakoff
JERICHO, NY
Stephen Joseph Juchem
JERICHO, NY

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