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Brian Longyear

1 Year of Experience
Hartford, CT
BrokerSells Insurance

Brian Longyear is a registered investment advisor at Cetera Investment Advisers LLC, based in Hartford, CT, with 1 years of industry experience. Brian 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

100 Pearl St 3rd Fl West Tower, Hartford, CT, 06103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Brian works as a financial professional providing financial services to clients through C.M. Smith Financial, dedicating full-time hours. He also works as an insurance agent selling and servicing fixed insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
November 2024 - Present · 1 yr 8 mos
State Registrations2 states
CTFL
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.