FLI Investors, LLC
Firm details
- Headquarters
- Jericho, New York
- CRD number
- 17128
- Registered since
- August 5, 1988
- Website
- fliinvestors.com
Firm profile
FINTRXOverview
FLI Investors, LLC is organized as a limited liability company and appears in SEC records dating back to 1988. FINTRX classifies ownership as a combination of a domestic entity and an individual. The profile available in FINTRX is sparse: the firm is listed as "unclassified" and several operational flags indicate it does not serve as a capital allocator, is not an active ESG investor, is not registered as a multistate adviser, is not newly formed, and does not act as a pension consultant or related adviser. FINTRX does not provide descriptive detail about FLI Investors, LLC’s advisory services, target client segments, fee schedule, or specific business activities. That limited disclosure constrains visibility into the firm’s investment positioning, service model, and typical client relationships.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Ralph Palleschi
President and Chief Operating OfficerCRD 1439102

Robert Rosenthal
Chairman, CEO & Chief Investment OfficerCRD 1439033
Contacts
3 of 6
Philip Malakoff
Executive Manager DirectorCRD 1614500

Therese Vobis
Senior Vice PresidentCRD 6896614

Brian Gamble
Senior Vice PresidentCRD 7428427
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jericho, NY
Nassau
Location
Jericho, NY
Headquartered in Jericho, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 1 Jericho Plz
- Time zone
- ET (UTC-5)
- Office locations
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