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- Custodian
- Inspira Financial Trust · LLC · JP Morgan · Pershing · Principal · UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-1984
- Office Locations
- 1
Office Locations
About First Long Island Investors, LLC
First Long Island Investors, LLC is an employee-controlled boutique wealth manager and fiduciary serving high-net-worth individuals, families, and select institutions. The firm provides comprehensive wealth planning and personalized portfolio management, including guidance around business sales/succession, inheritance, divorce, and widowhood transitions. FLI invests alongside clients and emphasizes a diversified, risk-aware approach; its SMA implementation is ETF-heavy.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
BRIAN PHILLIP GAMBLE
Vice President
- CRD
- #7428427
- Ownership
- Less than 5%
JONATHAN ANDREW GOLUB
Chief Compliance Officer, General Counsel, SENIOR VICE PRESIDENT, Vice President
- CRD
- #7717902
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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DYLAN PAUL KLEIN
Vice President
- CRD
- #7735245
WESLEY Xavier LLADO
Vice President
- CRD
- #6071651
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,861,290,657 | $1,980,096 |
| Non-Discretionary | $0 | -- |
| Total | $1,861,290,657 | $1,980,096 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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