Gregory Anthony Longo
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Cetera Investment Advisers LLCNov 2023 to now
- Cetera Investment Services LLCNov 2023 to now
- Provident BankNov 2023 to now
- Citizens Securities, Inc.Aug 2022 to Nov 2023
- Cetera Investment Advisers LLCDec 2017 to Aug 2022
- Cetera Investment Services LLCDec 2017 to Aug 2022
- Invest Financial Corp.Oct 2015 to Dec 2017
- Investors BankAug 2013 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 2688576
- Firm CRD
- 105644