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Ralph Francis Palleschi

Investment adviser representative at First Long Island Investors, LLC
39 yearsExperience
1 stateRegistered in
$1.9BFirm assets
42 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Seminars and workshops

Experience

39 years in the industry.

  1. First Long Island Investors, LLCOct 1983 to now
  2. Sterling BancorpOct 2017 to Feb 2022
  3. Astoria Financial CorporationJul 1996 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1986

State registrations

Registered as an investment adviser representative in 1 state (NY).

First Long Island Investors, LLC

$1.9BAssets managed
546Clients
7Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1439102
Firm CRD
167212
Advisor's SEC record (opens in a new tab)
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