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Thomas Longman
25 Years of Experience
Miami, FL
1 Disclosure
Thomas Longman is a registered investment advisor at Longman Wealthcare Management, LLC, based in Miami, FL, with 25 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 31 clients with $79M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$78.6M
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Location
11098 Biscayne Boulevard, Suite 304, Miami, FL, 33161
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2022Final
Other Business Activities
Thomas is the President and a CPA at Thomas J. Longman C.P.A., P.A., an accounting firm. He dedicates about half of his time to this activity.
Employment History
Current Registrations
Longman Wealthcare Management, LLC
February 2001 - Present · 25 yrs 3 mos
State Registrations1 state
FL
Advisor
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.