Michael Long
Michael Long is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cincinnati, OH, with 28 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3377 Compton Road, Suite 120, Cincinnati, OH, 45251
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Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Michael is an insurance sales agent for multiple carriers, selling group disability insurance, life insurance, and annuities, dedicating minimal time. He is also a member of Long Schaefer Financial Advisors, LLC, providing financial services to clients on a full-time basis, and a CPA/PFS Managing Partner at Long, Schaefer & Company, Inc., also on a full-time basis.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Franklin Financial Services CorporationBroker
State Registrations6 states
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
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