Best Investors Account Sign in
Inactive

Dylan Paul Klein

First Long Island Investors, LLC

Jericho, NY

Claim This Profile
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

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
RBC CAPITAL MARKETS, LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
SASSICAIA CAPITAL ADVISERS LLC
OPAL WEALTH ADVISORS, LLC
MORGAN STANLEY
OPPENHEIMER & CO. INC.

Other Investors

EDWARD CHARLES PALLESCHI
ROBERT DANIEL ROSENTHAL
RALPH FRANCIS PALLESCHI
PHILIP W MALAKOFF
WESLEY Xavier LLADO
BRIAN PHILLIP GAMBLE
CATHERINE PATRICIA BOYLE
THOMAS ASTA

Other Offices

LPL FINANCIAL LLC · JERICHO, NY
UBS FINANCIAL SERVICES INC. · Jericho, NY
UBS FINANCIAL SERVICES INC. · JERICHO, NY
RBC CAPITAL MARKETS, LLC · JERICHO, NY
UBS FINANCIAL SERVICES INC. · Jericho, NY
ERNST & YOUNG INVESTMENT ADVISERS LLP · Jericho, NY
ERNST & YOUNG INVESTMENT ADVISERS LLP · JERICHO, NY
SASSICAIA CAPITAL ADVISERS LLC · JERICHO, NY

More in Jericho, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor