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Dylan Paul Klein

First Long Island Investors, LLC

Jericho, NY

CRD 7735245

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Employer firm

First Long Island Investors, LLC CRD 167212

$1.86B regulatory AUM 73 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
First Long Island Investors, Llc

One Jericho Plaza Suite 201, Jericho, NY 11753-1673 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-03
  • NY RA
    APPROVED
    Since 2023-05-03

Branch Locations

One Jericho Plaza Suite 201, Jericho, NY 11753-1673 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
First Long Island Investors, Llc Jericho NY 07/2018 Present
Hofstra University Hempstead NY 08/2014 05/2018
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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