Wesley Llado, financial advisor Jericho NY

Wesley Llado

CRD Number: 6071651
Current Firm: First Long Island Investors, LLC

Wesley Llado (CRD# 6071651) is an Investment Advisor Representative working at First Long Island Investors, LLC in Jericho, NY and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
First Long Island Investors, LLC Jericho, NY Aug 2014 - Current 9
The Bridgeton Group Center Valley, PA May 2013 - May 2014 1
Lehigh University Bethlehem, PA Sep 2010 - May 2014 3

Wesley Llado has no recent exams reported.
Contact Info for Wesley X. Llado
Phone Number: 516-935-1200
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    1,546
    MILLIONS
  • Total Number of Accounts
    818
    ACCOUNTS
  • Average Account Value
    $1,889,758
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, NH, NJ, NY, TX

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