Daniel Clair Long

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1996 → Present
  Daniel Long Cpa, Pa
  California, MD
• 12/2013 → 09/2025
  Avantax Insurance Services, Inc.
  Solomons, MD
• 12/2013 → 09/2025
  Avantax Investment Services, Inc.
  Solomons, MD
• 12/2013 → 09/2025
  Avantax Advisory Services
  Solomons, MD
• 01/2017 → 09/2025
  Avantax Insurance Agency, Llc.
  Solomons, MD
• 11/1996 → Present
  Daniel C Long Cpa
  Solomons, MD
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Solomons, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-12-17 → 2025-09-05
  Avantax Advisory Services
  Owings, MD
  Dallas, TX
  Stevensville, MD
• 2009-01-02 → 2013-12-19
  Raymond James Financial Services Advisors, Inc
  Solomons, MD
• 2002-04-02 → 2009-01-02
  Raymond James Financial Services, Inc.
  California, MD
  Solomons, MD
  Ashton, MD

Other Businesses

1)PALUMBO FINANCIAL AND TAX SERVICES POSITION: Accountant NATURE: Accounting and Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/18/2023 ADDRESS: 802 Landmark Drive, Suite 111, Glen Burnie MD 21061, United States DESCRIPTION: Tax Compliance 2)ROWHOUSE FINANCIAL PARTNERS POSITION: CPA and Financial Advisor NATURE: DBA of Palumbo and Tax Services LLC INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 12/18/2023 ADDRESS: 802 Landmark Drive, Suite 111, Glen Burnie MD 21061, United States DESCRIPTION: Tax Compliance and Financial Services 3)Daniel C Long CPA; Owner/Sole Proprietor; Accounting Services/Tax Preparation; NIR; 130; 11/01/1996; 20 Creston Lane Solomons MD 20688; President and owner of company

Exams

• S66 Uniform Combined State Law Examination
  2001-08-06