LONG ISLAND WEALTH MANAGEMENT, INC.

LONG ISLAND WEALTH MANAGEMENT, INC. of MELVILLE, NY is an SEC-registered investment adviser (CRD 173363). Regulatory assets under management: $291.7M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

NameRoleLocation
Jeffrey Joseph MyersCHIEF COMPLIANCE OFFICER—
MYERS JOHN JOSEPHCHIEF COMPLIANCE OFFICER; OWNER—
BURKE JEFFREY RCHIEF COMPLIANCE OFFICER—

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