Unclaimed Profile

Jonathan Andrew Golub

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York

Clean 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

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Andrew Golub 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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

FIRST LONG ISLAND INVESTORS, LLC

AUM

$1.5B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 7717902

Firm CRD# 167212

View on FINRA BrokerCheck →

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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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