Company Information

Get to know Long Island Wealth Management, Inc.

Long Island Wealth Management, Inc. is an independent, fee-only financial advisory firm based in Melville, New York. Founded by Richard E. Rein, the company operates as a fiduciary, committed to placing clients' best interests first. They specialize in a wide range of services including financial planning, investment management, retirement planning, and estate planning, catering primarily to high-net-worth individuals, families, and business owners. Their mission is to provide objective, customized financial guidance to help clients achieve their long-term financial goals and well-being.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Long Island Wealth Management, Inc.

United States

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.