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Stephen Joseph Juchem

FIRST LONG ISLAND INVESTORS, LLC·JERICHO, New York
SIE, Series 27, Series 63, Series 99TOClean recordFIRST LONG ISLAND INVESTORS, LLC
ONE JERICHO PLAZA, JERICHO, NY 11753-1673CRD# 4471132Firm CRD# 167212

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Joseph Juchem · JERICHO, NY
Registration
CRD #4471132 · FIRST LONG ISLAND INVESTORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 63
Series 99TO
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 Stephen Joseph Juchem offer?
Stephen Joseph Juchem specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in JERICHO, New York for a consultation.
What are Stephen Joseph Juchem's credentials?
Stephen Joseph Juchem is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Joseph Juchem located?
Stephen Joseph Juchem 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 Stephen Joseph Juchem charge for services?
Stephen Joseph Juchem'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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Brian Phillip Gamble
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Bruce Alan Siegel
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Edward Charles Palleschi
JERICHO, NY
Philip W Malakoff
JERICHO, NY
Jonathan Andrew Golub
JERICHO, NY

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