Anthony Longo (CRD# 7852925) is an Investment Advisor Representative working at Caitlin John in Brighton, MI and has 1 year of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4216990
Strategic Blueprint, LLC
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Caitlin John, LLC | Brighton, MI | Jan 2024 - Current | < 1 |
Kingsbury Financial Advisors | Tampa, FL | Jan 2024 - Current | < 1 |
Ro Hyde Park | Tampa, FL | Nov 2023 - Jan 2024 | < 1 |
Union New American | Tampa, FL | May 2023 - Aug 2023 | < 1 |
Steelbach | Tampa, FL | Feb 2021 - May 2023 | 2 |
University Of Tampa | Tampa, FL | Jan 2020 - May 2023 | 3 |
Boca | Tampa, FL | Feb 2020 - Feb 2021 | 1 |
Springfield College | Springfield, MA | Aug 2019 - Dec 2019 | < 1 |
Watertown High School | Watertown, CT | Sep 2015 - Jun 2019 | 3 |
Swift Middle School | Oakville, CT | Sep 2014 - Jun 2015 | < 1 |
John Trumbull Primary | Watertown, CT | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- FL
-
Total Assets Under Management143MILLIONS
-
Total Number of Accounts948ACCOUNTS
-
Average Account Value$151,199
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, CT, FL, IL, IN, MD, MI, NJ, NY, PA, TX, VA
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