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Manager, Chairman, CEO · First Long Island Investors, LLC

Robert D. Rosenthal

CRD 1439033 · 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 Robert D. Rosenthal on its Form ADV as Manager, Chairman, CEO, a control person.

Firms and roles

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Robert’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Ralph F. PalleschiPresident and Chief Operating Officer, 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 Robert on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.