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Wesley Xavier Llado

First Long Island Investors, LLC

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About Wesley Xavier Llado

Wesley Xavier Llado is an Investment Advisor Representative with First Long Island Investors, LLC located in Jericho, NY. Wesley Llado has been in the industry since August 2014 and has a current registration with the state of New York. Wesley Llado holds the designation Chartered Financial Analyst. The firm specializes in providing investment advice to high-net-worth individuals, pension and profit-sharing plans, charitable organizations, pooled investment vehicles and corporations. Wesley Llado has a strong focus on delivering investment advice in the areas of asset allocation, portfolio construction, and risk management. Wesley Llado is dedicated to helping clients achieve their financial goals through personalized investment strategies.

Firm Information

Wesley Llado 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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Wesley Llado’s Registration & Firm History

NY

09/09/2021 - Present

First Long Island Investors, LLC (JERICHO NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Xavier Llado.
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