Richard Long
Richard Long is a CFA-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in San Francisco, CA, with 21 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Location
345 California Street, Suite 1100, San Francisco, CA, 94104
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
Cerity Partners LLC
Previous Registrations
B|o|s
Robertson Stephens Advisors
Zions Capital Advisors, INC.
Robertson Stephens, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Aaron Waxman, CFPCerity Partners Retirement Plan Consultants
- Myles Vanderweele, CFPCerity Partners Retirement Plan Consultants
- Kevin Dorwin, CFPCerity Partners Retirement Plan Consultants
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC