Ralph
Palleschi
First Long Island Investors, LLC
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About this Advisor
Ralph Palleschi is a financial advisor working in Jericho, New York who has 2 years of industry experience. Palleschi works at First Long Island Investors, LLC. Throughout their career, they have worked at First Long Island Investors, LLC, Astoria Financial Corporation and Sterling Bancorp. Palleschi holds a Series 63 license, qualifying them as a securities representative, and is approved to serve investors in New York. First Long Island Investors, LLC is a financial advisory firm that has its headquarters in Jericho, NY. It controls $1 billion in assets between its 806 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 806 customer accounts, 52% belong to high-net-worth clients who have greater than $1 million in investable assets. The business offers a broad assortment of services, such as 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. Fees charged by financial advisors depend on which services are provided. However, fees billed by First Long Island Investors, LLC most likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Long Island Investors, LLC Brokerage Details
$1,348,706,257
25
806
$1,673,333
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
Ralph has been registered as a financial advisor for 2 years.*
Sterling Bancorp
First Long Island Investors, LLC
Astoria Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Jericho, NY
Jericho, NY
Jericho, NY
Jericho, NY
Jericho, NY
Jericho, NY
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