Gregory
Longo
Citizens Securities, Inc
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About this Advisor
Gregory Longo is a financial advisor who works out of Cedar Grove, New Jersey who has 1 year of industry experience. Longo is on the advisory team at Citizens Securities, Inc. During their career, Longo has held roles at Sovereign Bank, Santander Securities LLC, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Citizens Securities, Inc, Invest Financial Corp, Investors Bank and Ensi. Longo holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is registered to operate in Delaware, Florida, Maryland, New Jersey, New York and Pennsylvania. Citizens Securities, Inc is a registered investment company that has its headquarters in Hingham, RI. The firm has offices in 1,059 locations and a total of 613 employees. It oversees $7 billion in assets among its 47,802 accounts, placing it among the largest firms in the country by assets under management. The business has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Gregory Longo Work History
Gregory has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Invest Financial Corp
Investors Bank
Ensi
Santander Securities LLC
Sovereign Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gregory 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 Citizens Securities, Inc
Westwood, MA
Newton Highlands, MA
Monroeville, PA
Westwood, MA
Johnston, RI
Medford, NJ
Westwood, MA
Monroeville, PA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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