Richard Eric Long
Investment adviser representative at Cerity Partners Retirement Plan Consultants
10 yearsExperience
1 stateRegistered in
CFADesignation
$40.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Cerity Partners Retirement Plan ConsultantsApr 2022 to now
- Cerity Partners LLCNov 2021 to now
- B|o|sJul 2017 to Oct 2021
- Robertson Stephens Advisors, Inc.Apr 2017 to Jul 2017
- UnemployedJan 2017 to Apr 2017
- Robertson Stephens Advisors LLCSep 2016 to Jan 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cerity Partners Retirement Plan Consultants
Legal name: Cerity Partners Retirement Plan Advisors LLC
$40.3BAssets managed
850Clients
87Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2530961
- Firm CRD
- 164198