Daniel Long
Daniel Long is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Basking Ridge, NJ, with 9 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
180 Mount Airy Road, Suite 208, Basking Ridge, NJ, 07920
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is an advisor at Mendham Capital Management - RJFS, an independent RIA, since 2017. This takes about half of his time, including during trading hours.
Employment History
Current Registrations
Mendham Capital Management, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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