linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Edward Charles Palleschi

First Long Island Investors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Edward? Claim Your Profile

About Edward Charles Palleschi

Edward Charles Palleschi is a financial advisor with over 20 years of experience in the industry. Edward currently works at First Long Island Investors, LLC, a registered investment advisor. Edward has been employed full-time at the firm since May 2003 and is a member of the Investment Committee. Prior to joining First Long Island Investors, LLC, Edward worked at LAZARD FRERES & CO. LLC. Edward specializes in providing investment advice to a variety of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles.

Firm Information

Edward Palleschi is currently registered with First Long Island Investors, LLC. First Long Island Investors, LLC is an investment advisor headquartered in Jericho, NY. The firm advises private investment partnerships, businesses, and individuals on portfolio management. They manage over $1.5 billion in assets for 818 clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. The firm also provides advice on the selection of other advisors.
First Long Island Investors, LLC

ONE JERICHO PLAZA

JERICHO, NY 11753-1673

$1.55B

Assets Under Management

24

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

advice to private investment partnerships

Advice to private investment partnerships

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Edward Palleschi’s Registration & Firm History

NY

09/10/2021 - Present

First Long Island Investors, LLC (JERICHO NY)

NY

11/06/2000 - 12/31/2002

LAZARD FRERES & CO. LLC (NEW YORK NY)

Not sure if Edward Charles Palleschi is right for you?

Licenses & Designations

BOTH

Issued 03/31/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward Charles Palleschi.
Not sure if Edward Charles Palleschi is right for you?