Michael Saverio Longo
Investment adviser representative at LPL Financial LLC
21 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 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
- Seminars and workshops
Experience
21 years in the industry.
- LPL Financial LLCJun 2023 to now
- Sjl Financial dba Jackson HewittOct 2008 to now
- Newington Financial dba Jackson HewittNov 2005 to now
- Sagepoint Financial, Inc.Jul 2019 to Jun 2023
- Capital Financial Services, IncMay 2014 to Jul 2019
- Ct Insurance ExchangeJul 2005 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, FL).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 4153148
- Firm CRD
- 6413