A complete list of active advisors currently associated with S.G. Long & Company

Warmer can help you find a great advisor at S.G. Long & Company or one who fits your needs even better.

S.G. Long & Company is a state‑registered investment adviser and a FINRA‑registered broker‑dealer that serves individuals (including high‑net‑worth clients), trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and hourly financial planning. The firm uses percentage‑of‑AUM billing for advisory programs and provides ongoing portfolio management and periodic reviews, services common among team advisory firms. The firm primarily operates in a non‑discretionary, client‑directed manner: financial advisors work with clients to identify goals, risk tolerance, and an asset allocation and must obtain client authorization before effecting transactions, while certain programs allow third‑party discretionary overlay managers to act on accounts. S.G. Long also offers hourly, non‑discretionary financial planning engagements and documents client information periodically to tailor recommended strategies. Notable distinctions include dual registration as both a broker‑dealer and an investment adviser and a formal affiliation with SGL Investment Advisors and parent SG Long Financial Services, an employee‑owned holding company whose personnel commonly split duties and compensation across the affiliated entities. The firm refers clients to RBC‑sponsored wrap programs and discloses that it receives portions of program, correspondent, and rebate payments (including margins and money‑market related compensation) and that many supervised persons are licensed insurance producers; these relationships and potential conflicts are described in the brochure and subject to the firm’s supervisory procedures.

To learn more about the advisors currently working at S.G. Long & Company, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.