FLI INVESTORS, LLC

Broker-DealerFINRA MemberEst. 1988
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
JERICHO, New York
CRD number
17128
Registered since
August 5, 1988

Firm profile

FINTRX

Overview

FLI Investors, LLC is a limited liability company that has been SEC-registered since 1988. FINTRX classifies the firm as unclassified; ownership is listed as a combination of a domestic entity and an individual. The snapshot indicates the firm does not act as a capital allocator, does not identify as an active ESG investor, and is not registered as a multistate adviser, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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
  • EDWARD PALLESCHI

    Executive Manager DirectorCRD 4157317

  • JONATHAN GOLUB

    Senior Vice President, General CounselCRD 7717902

  • BRIAN GAMBLE

    Senior Vice PresidentCRD 7428427

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth