Randy Long is a registered investment advisor at Apricity Financial, LLC, based in Mystic, CT, with 2 years of industry experience. Randy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 63 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only
Assets Under Management
$108.8M
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Location
Mystic, CT
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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.
Learn about disclosures →Employment History
Current Registrations
Apricity Financial, LLC
August 2024 - Present · 1 yr 9 mos
Previous Registrations
Addicus Advisory, LLC
September 2023 - February 2024 · 5 mos
State Registrations2 states
MSTX
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.