Kelly
Longo
Tcw Investment Management Company LLC
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About this Advisor
Kelly Longo is a financial advisor based in Los Angeles, California, working with Tcw Investment Management Company LLC. Kelly has previously held positions at Doc Davis Ice Cream, Boston Celtics, Boston Bruins, Workflow By Design, University Of New Hampshire, Putnam Retail Management, Tcw LLC, and Tcw Funds Distributors. Kelly has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas, California, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New York, Ohio, Oklahoma, Texas, and Wisconsin. Currently, Kelly is part of Tcw Investment Management Company LLC, which operates out of Los Angeles, California. The firm has 7 offices and 403 employees. The firm manages assets totaling $39.9 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Tcw Investment Management Company LLC includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Tcw Investment Management Company LLC Brokerage Details
$39,896,609,596
403
4,569
$8,732,022
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Kelly Longo Work History
Tcw LLC
Tcw Funds Distributors
Putnam Retail Management
Boston Bruins
Workflow By Design
Boston Celtics
University Of New Hampshire
Doc Davis Ice Cream
Disclosures
Please visit the SEC profile of Kelly Longo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Tcw Investment Management Company LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Morristown, NJ
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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