← Tributary

LONG ISLAND FINANCIAL GROUP, INC

· CRD 31148 · IAPD ↗ · 516-741-1966

$36.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — LONG ISLAND FINANCIAL GROUP, INC (location n/a) left the SEC roster (was $36.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
95
June 2024 — LONG ISLAND FINANCIAL GROUP, INC (location n/a) is newly SEC-registered with $36.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.