Ralph
Palleschi

First Long Island Investors, LLC

CRD#1439102
Investment Advisor
in Jericho, NY

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About this Advisor

Ralph Palleschi is a financial advisor based in Jericho, New York, working with First Long Island Investors, LLC. Ralph has previously held positions at First Long Island Investors, LLC, Astoria Financial Corporation, and Sterling Bancorp. Ralph has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Ralph is part of First Long Island Investors, LLC, which operates out of Jericho, New York. The firm has 26 employees and manages assets totaling $1.5 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at First Long Island Investors, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

One Jericho Plaza Suite 201
Jericho, NY 11753-1673

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First Long Island Investors, LLC Brokerage Details

Total Assets Under Management

$1,545,821,993

NY Average: $7,464,549,021
Total Number of Employees

26

NY Average: 88
Total Number of Accounts

818

NY Average: 3,892
Average Account Size

$1,889,758

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Ralph Palleschi Work History

1983 - Present (41 years)

First Long Island Investors, LLC

2017 - 2022 (5 years)

Sterling Bancorp

1996 - 2017 (21 years)

Astoria Financial Corporation

Disclosures

Please visit the SEC profile of Ralph Palleschi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at First Long Island Investors, LLC

Dylan Klein
Jericho, NY
Wesley Llado
Jericho, NY
Philip Malakoff
Jericho, NY
Brian Gamble
Jericho, NY
Edward Palleschi
Jericho, NY
Robert Rosenthal
Jericho, NY
Ralph Palleschi
Jericho, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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