Dylan Paul Klein
Investment adviser representative at First Long Island Investors, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.9BFirm assets
Are you Dylan Paul Klein? Claim your profile
Contact this firm
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
12 years in the industry.
- First Long Island Investors, LLCJul 2018 to now
- Hofstra UniversityAug 2014 to May 2018
Designations
- CFA
Exams passed
No exams in this record.
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
- 7735245
- Firm CRD
- 167212