President and Chief Operating Officer · First Long Island Investors, LLC
Ralph F. Palleschi
CRD 1439102 · Named on Form ADV at one SEC-registered adviser
At a glance
First Long Island Investors, LLC, an SEC-registered wealth manager based in Jericho, NY with $1.9 billion in regulatory assets, lists Ralph F. Palleschi on its Form ADV as President and Chief Operating Officer, a control person.
Firms and roles
- First Long Island Investors, LLCPresident and Chief Operating OfficerWealth manager · Jericho, NY · $1.9B in regulatory assets
AtlasMembers
Ralph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Robert D. RosenthalManager, Chairman, CEO, First Long Island Investors, LLC
- Jonathan A. GolubSenior Vice President, General Counsel and Chief Compliance Officer, First Long Island Investors, LLC
- Philip W MalakoffExecutive Managing Director and Director of Research, First Long Island Investors, LLC
- Edward C. PalleschiExecutive Managing Director, First Long Island Investors, LLC
- Brian P. GambleSenior Vice President - Private Wealth Management, First Long Island Investors, LLC
1 more person named with Ralph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ralph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.