Long Island Wealth Management, Inc.

Long Island Wealth Management, Inc. (CRD# 173363) is a financial advisory firm headquartered in Melville, NY. They manage $217,350,727 in 422 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
155 Pinelawn Road, Suite 210n, Melville, NY 11747
https://www.liwealth.com
By the Numbers
  • Total Assets Under Management
    217
    MILLION
  • Total Number of Accounts
    422
    ACCOUNTS
  • Average Account Value
    $515,049
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NC, NY

Financial Advisors at Long Island Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey Myers, financial advisor Raleigh NC
Jeffrey J. Myers
CRD#: 3154149
Raleigh, NC

Jeffrey Myers (CRD# 3154149) is an Investment Advisor Representative working at Long Island Wealth Management, Inc. in Raleigh, NC and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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