Sara Long, financial advisor Inverness FL
96 score

Sara Long

CRD Number: 5620605
Current Firm: Modera Wealth Management, LLC

Sara Long (CRD# 5620605) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Inverness, FL and has over 9 years of experience in the finance industry. Sara Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Modera Wealth Management, LLC Inverness, FL Jul 2014 - Current 3
Modera Advisors Of Crystal River, LLC Hernando, FL Jul 2014 - Feb 2015 < 1
Jcm Advisors Of Crystal River Hernando, FL May 2011 - Jun 2014 3
Joseph Capital Management, LLC Hernando, FL Oct 2008 - Jun 2014 5
Suntrust Bank Brooksville, FL Jul 1996 - Sep 2008 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2009
Contact Info for Sara L. Long
Phone Number: (201) 768-4600
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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