Unclaimed Profile

Philip W Malakoff

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York

SIE, Series 3, Series 7, Series 63, Series 65, Series 79TOClean record24 years registeredFIRST LONG ISLAND INVESTORS, LLC

ONE JERICHO PLAZA, JERICHO, NY 11753-1673CRD# 1614500Firm CRD# 167212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Philip W Malakoff · JERICHO, NY

Registration

CRD #1614500 · FIRST LONG ISLAND INVESTORS, LLC · 24 years registered

Brand Profile

Not yet started

Career History

FIRST LONG ISLAND INVESTORS, LLC

Aug 2021 – present

WESTPORT RESOURCES MANAGEMENT INC

Feb 2002 – May 2007

WESTPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Series 79TO

Registration record

First registered · February 25, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FIRST LONG ISLAND INVESTORS, LLC

CRD 167212 · SEC 801-21607

AUM

$1.5B

Regulatory assets under management

Employees

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

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Frequently Asked Questions

What services does Philip W Malakoff offer?

Philip W Malakoff specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.

What are Philip W Malakoff's credentials?

Philip W Malakoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Philip W Malakoff located?

Philip W Malakoff 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 Philip W Malakoff charge for services?

Philip W Malakoff'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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