First LONG Island Investors LLC

First Long Island Investors LLC, legally known as First Long Island Investors, LLC, is a reputable NY Limited Liability Company that boasts a team of 20 employees, including 9 advisors, offering a range of financial advisory services to 31 clients. Having been approved by the US Securities and Exchange Commission on Jul 13, 1984, the company continues to maintain its status as a trusted and reliable entity in the finance industry.

• BRUCE ALAN SIEGEL

  EXECUTIVE VICE PRESIDENT GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER owns less than 5%

• FIRST LONG ISLAND INVESTOR HOLDINGS, INC.

  SOLE SHAREHOLDER owns 75% or more

• RALPH FRANCIS PALLESCHI

  PRESIDENT AND CHIEF OPERATING OFFICER owns less than 5%

• ROBERT DANIEL ROSENTHAL

  MANAGER, CHAIRMAN AND CHIEF EXECUTIVE OFFICER owns less than 5%

• STEPHEN JOSEPH JUCHEM

  CHIEF FINANCIAL OFFICER & SENIOR VICE PRESIDENT owns less than 5%

• KUDU INVESTMENT MANAGEMENT, LLC

  MEMBER CLASS I INTERESTS owns less than 5%

• RALPH FRANCIS PALLESCHI

  PRESIDENT AND CHIEF OPERATING OFFICER owns more than 25% but less than 50%

• ROBERT DANIEL ROSENTHAL

  CHIEF EXECUTIVE OFFICER owns more than 50% but less than 75%

• GUILFORD HOLDINGS, INC.

  SHAREHOLDER owns 75% or more

• WHITE MOUNTAINS CAPITAL, INC.

  MEMBER owns 75% or more

• WHITE MOUNTAINS INSURANCE GROUP, LTD.

  SHAREHOLDER owns 75% or more

• J.P. MORGAN SECURITIES LLC
  United States
• MILLENNIUM TRUST COMPANY
  United States
• PERSHING ADVISOR SOLUTIONS LLC
  United States
• SIGNATURE BANK
  United States
• UBS FINANCIAL SERVICES INC.
  United States

• American Investment Planners LLC
• Opal Wealth Advisors LLC
• Gold Coast Wealth Management LLC
• Weinstat Wealth Management Inc
• Pivotal Planning Group LLC
• Shelter Rock Management LLC
• ARS Capital Advisors Inc

• Investment Firm First Long Island Investors Releases Q3-Q4 2022 13F Holdings Comparison Report