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 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

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