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Robert Daniel Rosenthal

First Long Island Investors, LLC

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About Robert Daniel Rosenthal

Robert Rosenthal is a financial advisor with over 35 years of experience in the industry. Robert is a principal at First Long Island Investors, LLC, a registered investment advisor. Robert has a broad range of experience and specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Robert is also a trustee or co-trustee of trusts for the benefit of certain members of the Entenmann family and the Waldbaum family.

Firm Information

Robert Rosenthal 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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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Robert Rosenthal’s Registration & Firm History

NY

08/31/2021 - Present

First Long Island Investors, LLC (JERICHO NY)

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Licenses & Designations

BC

Issued 10/27/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 02/28/1991

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Daniel Rosenthal.
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