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Senior Vice President, Finance & Administration and Chief Financial Officer · First Long Island Investors, LLC

Therese C. Vobis

CRD 6896614 · 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 Therese C. Vobis on its Form ADV as Senior Vice President, Finance & Administration and Chief Financial Officer, a control person.

Firms and roles

  • First Long Island Investors, LLCSenior Vice President, Finance & Administration and Chief Financial OfficerWealth manager · Jericho, NY · $1.9B in regulatory assets

AtlasMembers

Therese’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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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)

  • Robert D. RosenthalManager, Chairman, CEO, First Long Island Investors, LLC
  • 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

1 more person named with Therese on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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