Joel Evan Long
Investment adviser representative at Cetera Investment Advisers LLC
31 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
31 years in the industry.
- Willoughby Wealth Management GroupMar 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- The Phoebe Company IncAug 2013 to now
- Willoughby & Assoc.Jan 1995 to now
- Avantax Insurance Agency, LLCOct 2019 to Sep 2025
- Gourmet DonutsMay 2017 to Oct 2020
- Center Stage Confectionary Inc dba Sugar On Top-lSep 2016 to Oct 2020
- Willoughby Leasing Services IncJan 2014 to Oct 2021
- Willoughby Logistic Services IncJan 2014 to Oct 2021
- Pontrelli Equipment Repair IncJul 2013 to Oct 2020
- Pontrelli Rail Equipment Repair IncFeb 2012 to Jun 2019
- Avantax Advisory ServicesJul 2009 to Sep 2025
- Avantax Investment Services, Inc.Dec 1996 to Sep 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 2833592
- Firm CRD
- 105644