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 organized as a limited liability company and has been SEC-registered since 1988. Public filings classify the firm as unclassified and list ownership as a mix of a domestic entity and an individual. The record indicates the firm does not operate as a capital allocator, is not an active ESG investor, and is not registered as a multistate or newly formed adviser. Other operational descriptors on the filing—such as client base, fee structure and detailed advisory activities—are not provided.

Assets & Accounts

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

    Ralph Palleschi

    President and Chief Operating OfficerCRD 1439102

  • Robert Rosenthal

    Robert Rosenthal

    Chairman, CEO & Chief Investment OfficerCRD 1439033

Contacts

3 of 6
  • Philip Malakoff

    Philip Malakoff

    Executive Manager DirectorCRD 1614500

  • Therese Vobis

    Therese Vobis

    Senior Vice PresidentCRD 6896614

  • Brian Gamble

    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