wealth team
Long Island Wealth Management
$1.2BBook of businessas reported in coverage
7Advisors
Melville, NYMarket
1Moves on our record
The lineage
until Sep 25, 2026PRIORLong Island Wealth Management
Sep 25, 2026CURRENTCaptrust Financial Advisors
Sep 23, 2026team liftoutLong Island Wealth Management → Captrust Financial Advisors
No published coverage yet.