LONG ISLAND WEALTH MANAGEMENT, INC.
CRD #173363 SEC #801-80445 MELVILLE, NY 516-238-7629
SEC Registered
Total AUM
$243.7M
Discretionary
$232.6M
Employees
1
Clients
0
Accounts
649
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BURKE, JEFFREY R. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | OWNER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MYERS, JEFFREY JOSEPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (5)
CA FL NC NJ NY
Address
155 PINELAWN ROADSUITE 210N
MELVILLE, NY 11747
United States
Phone: 516-238-7629