SL
CFP
SL
CFP

Salvatore Longo

27 Years of Experience
Martinsville, NJ
BrokerSells Insurance

Salvatore Longo is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Martinsville, NJ, with 27 years of industry experience. Salvatore 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

792 Chimney Rock Rd, St D, Martinsville, NJ, 08836

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History

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.

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Other Business ActivitiesSells Insurance

Salvatore is a salesperson for Allied Wealth Partners, selling fixed insurance, and an agent/broker for Referral Associates of NJ. He dedicates minimal time to both activities.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.Broker
June 2004 - August 2023 · 19 yrs 2 mos
Securian Financial Services, INC.
June 2004 - August 2023 · 19 yrs 2 mos
Ws Griffith Securities, INC.
June 2002 - June 2004 · 2 yrs
Ws Griffith Securities, INC.Broker
July 1998 - June 2004 · 5 yrs 11 mos
State Registrations16 states
AZCACOCTDEFLMAMDMENCNENJNYPARISC
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.
Salvatore Longo - Financial Advisor | TrueAdvisor