James A Longo
Investment adviser representative at Cora Capital Advisors
23 yearsExperience
1 stateRegistered in
CFP® certification, PFSDesignations
$722.9MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Saxony Securities, IncNov 2025 to now
- Cora Capital Advisors LLCSep 2025 to now
- Osaic Wealth, Inc.Jan 2025 to Nov 2025
- Osaic Fa, Inc.Jun 2002 to Jan 2025
Designations
- CFP® certification
- PFS
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cora Capital Advisors
Legal name: Cora Capital Advisors LLC
$722.9MAssets managed
786Clients
8Advisers
4 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
- 4542543
- Firm CRD
- 318134