Tyson
Long

Capita Financial Network, LLC

CRD#5941865
Investment Advisor
in Sandy, UT

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About this Advisor

Tyson Long is a financial advisor based in Sandy, Utah, working with Capita Financial Network, LLC. Tyson has previously held positions at Fidelity Investments and Fidelity Personal And Workplace Advisors. Tyson has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Utah. Currently, Tyson is part of Capita Financial Network, LLC, which operates out of Sandy, Utah. The firm has 1 office and 40 employees. The firm manages assets totaling $1.5 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Capita Financial Network, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

9980 South 300 West Ste 140
Sandy, UT 84070

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Capita Financial Network, LLC Brokerage Details

Total Assets Under Management

$1,461,172,171

UT Average: $693,624,108
Total Number of Employees

40

UT Average: 12
Total Number of Accounts

4,976

UT Average: 1,115
Average Account Size

$293,644

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Tyson Long Work History

2018 - Present (6 years)

Fidelity Personal And Workplace Advisors

2011 - Present (13 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Tyson Long 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 Capita Financial Network, LLC

Cassandra Myers
Sandy, UT
Joshua Scott
Sandy, UT
Tyler Williamson
Sandy, UT
Tyler Schenk
Sandy, UT
Tyson Williamson
Sandy, UT
Alison Drews
Sandy, UT
Barton Wagstaff
Sandy, UT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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