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Gregory Longo is a registered investment advisor at Cetera Investment Advisers LLC, based in Clifton, NJ, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
562 Lexington Avenue, Clifton, NJ, 07011
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Regulatory History
Clean regulatory record
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
Cetera Investment Advisers LLC
November 2023 - Present · 2 yrs 6 mos
Cetera Investment Services LLCBroker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Citizens Securities, INC.Broker
August 2022 - November 2023 · 1 yr 3 mos
Citizens Securities, INC.
August 2022 - November 2023 · 1 yr 3 mos
Cetera Investment Advisers LLC
December 2017 - August 2022 · 4 yrs 8 mos
Cetera Investment Services LLCBroker
December 2017 - August 2022 · 4 yrs 8 mos
Invest Financial CorporationBroker
October 2015 - December 2017 · 2 yrs 2 mos
Invest Financial Corporation
October 2015 - December 2017 · 2 yrs 2 mos
Essex National Securities, LLC
August 2013 - October 2015 · 2 yrs 2 mos
Essex National Securities, LLCBroker
August 2013 - October 2015 · 2 yrs 2 mos
Santander Securities LLCBroker
September 2012 - August 2013 · 11 mos
Santander Securities
September 2012 - August 2013 · 11 mos
LPL Financial LLC
May 2011 - September 2012 · 1 yr 4 mos
LPL Financial LLCBroker
May 2011 - September 2012 · 1 yr 4 mos
Capital One Financial Advisors LLC
June 2008 - May 2011 · 2 yrs 11 mos
Capital One Investment Services LLCBroker
June 2008 - May 2011 · 2 yrs 11 mos
Invest Financial Corporation
April 2005 - June 2008 · 3 yrs 2 mos
Invest Financial CorporationBroker
April 2005 - June 2008 · 3 yrs 2 mos
North Fork Financial Advisors LLC
January 2005 - April 2005 · 3 mos
Nfb Investment Services CORP.Broker
May 2004 - April 2005 · 11 mos
Invest Financial Corporation
October 2003 - June 2004 · 8 mos
Invest Financial CorporationBroker
October 2003 - June 2004 · 8 mos
Essex National Securities, INC.Broker
August 2002 - October 2003 · 1 yr 2 mos
Quick & Reilly, INC.Broker
August 2000 - September 2002 · 2 yrs 1 mo
Fleet Enterprises, INC.Broker
April 1999 - August 2000 · 1 yr 4 mos
Summit Financial Services Group, INC.Broker
October 1998 - March 1999 · 5 mos
Fiserv Investor Services, INC.Broker
June 1997 - October 1998 · 1 yr 4 mos
Metlife Securities INC.Broker
April 1996 - July 1997 · 1 yr 3 mos
Metropolitan Life Insurance CompanyBroker
April 1996 - July 1997 · 1 yr 3 mos
State Registrations3 states
DENJPA
AdvisorBrokerBoth
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
No exam information available for this advisor.