Unclaimed Profile

Ralph Francis Palleschi

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York

SIE, Series 7, Series 24, Series 27, Series 63, Series 79TO, Series 99TOClean record4 years registeredFIRST 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 · 4 years registered

Brand Profile

Not yet started

Career History

FIRST LONG ISLAND INVESTORS, LLC

Sep 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 63

Series 79TO

Series 99TO

Registration record

First registered · September 8, 2021

Years registered · 4

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 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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