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Ralph Francis Palleschi

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York
Clean recordFIRST LONG ISLAND INVESTORS, LLC
ONE JERICHO PLAZA, JERICHO, NY 11753-1673CRD# 1439102Firm CRD# 167212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ralph Francis Palleschi · JERICHO, NY
Registration
CRD #1439102 · FIRST LONG ISLAND INVESTORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ralph Francis Palleschi 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
Introduction

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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# 1439102
Firm CRD# 167212
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ralph Francis Palleschi offer?
Ralph Francis Palleschi specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Ralph Francis Palleschi's credentials?
Ralph Francis Palleschi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ralph Francis Palleschi located?
Ralph Francis 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 Ralph Francis Palleschi charge for services?
Ralph Francis 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.
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Other Advisors at FIRST LONG ISLAND INVESTORS, LLC

Brian Phillip Gamble
JERICHO, NY
Edward Charles Palleschi
JERICHO, NY
Jonathan Andrew Golub
JERICHO, NY
Bruce Alan Siegel
JERICHO, NY
Philip W Malakoff
JERICHO, NY
Robert Daniel Rosenthal
JERICHO, NY

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