First Long Island Investors, LLC

Financial Advisor in Roslyn, NY

Firm Info
Address: 1 Jericho Plaza, Jericho, NY 11753, USA
Phone: (516) 935-1200

Firm Size
Assets Under Management: $1.7 billion
# of Advisors: 7
# of Clients: 783
Client to Advisor Ratio: 112:1
Average Account Size: $2.2 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)
  • Performance-based Fees

Get Connected with a Financial Advisor

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First Long Island Investors, LLC Overview

FIRST LONG ISLAND INVESTORS, LLC is an investment advisory firm that has been providing clients with expert advice since 1984. The firm has its headquarters in Jericho, NY, and operates on a fee-based arrangement. As an investment advice-only firm, FIRST LONG ISLAND INVESTORS, LLC offers a range of portfolio management services to individuals, small businesses, and institutional clients. The firm also specializes in the selection of other advisors and extends its services to private investment partnerships. FIRST LONG ISLAND INVESTORS, LLC has an excellent track record of delivering outstanding investment advice to its clients, and its team of experienced professionals has a keen eye for identifying opportunities that align with clients' investment goals. FIRST LONG ISLAND INVESTORS, LLC provides portfolio management for pooled investment vehicles, which includes hedge funds, mutual funds, and exchange-traded funds (ETFs). The firm's investment team employs a disciplined approach to portfolio management and strives to achieve consistent market returns while maintaining the risk profile that aligns with each client's investment objective. Overall, FIRST LONG ISLAND INVESTORS, LLC is a reputable and reliable investment advisory firm that has built a strong reputation for client-centered investment strategies. By customizing its services to meet the specific needs of its clients, the firm can help them navigate the complex world of finance and achieve their investment goals.

FIRST LONG ISLAND INVESTORS, LLC is an esteemed investment firm that caters to a diverse range of clients. The firm provides exceptional financial services to individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other corporation types. The firm's team of financial experts is well-versed in dealing with a varied client base. The firm ensures that it customizes its services based on each client’s unique requirements and objectives. FIRST LONG ISLAND INVESTORS, LLC offers flexible fee structures that depend on the service provided. The firm has a few fee structures available, such as percentage of AUM, fixed fees, and performance-based fees. The percentage of AUM fee structure is based on the client’s assets under management, which is a percentage set by the firm. The fixed fee structure can be a one-time fee or an ongoing fee that is not based on the client’s assets under management. As for performance-based fees, they are based on the investment’s success, where the firm charges a percentage of the profit earned. FIRST LONG ISLAND INVESTORS, LLC offers a transparent fee structure and ensures that its clients understand each fee structure’s benefits and potential drawbacks.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for First Long Island Investors, LLC is $5,000,000, as stated in their Part 2 Brochure note about investment minimums. According to the brochure, clients "must have a minimum of $5,000,000 in assets under management at the inception of the relationship" in order to work with the firm. Therefore, individuals or organizations with less than $5,000,000 in assets under management may not meet the investment minimum for this firm.

How This Office Can Help Roslyn, NY Residents

First Long Island Investors, LLC provides customized wealth management solutions for clients in Roslyn, NY. They are committed to understanding clients' financial goals, risk tolerance, and investment preferences to develop plans that suit their unique needs. Roslyn, NY residents face a wide range of financial challenges, including tax planning, debt management, and retirement planning. The team at First Long Island Investors, LLC offers a suite of services that address these issues and more. They provide tax-efficient investment strategies, help clients manage debt and credit, and provide retirement planning solutions to ensure a comfortable and secure future. In addition, they offer estate planning services, including trusts and wills, to help clients transfer wealth smoothly and efficiently. With personalized solutions and expert guidance, First Long Island Investors, LLC helps clients in Roslyn, NY achieve their financial goals with confidence.

To view the Minimum Investment and Fee Schedule for First Long Island Investors, LLC, visit their Part 2 Brochure.

Services Offered by First Long Island Investors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by First Long Island Investors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1 Jericho Plaza, Jericho, NY 11753, USA
Phone (516) 935-1200
Opening Hours
  • Mon 9 AM–5:30 PM
  • Tue 9 AM–5:30 PM
  • Wed 9 AM–5:30 PM
  • Thu 9 AM–5:30 PM
  • Fri 9 AM–5:30 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  1 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

First Long Island Investors, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • New Hampshire
  • New Jersey
  • New York
  • Texas

Disciplinary History

First Long Island Investors, LLC does not have any disclosures. Please visit it's Form ADV for more details.