Timothy Vincent Longo

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2015 → 09/2024
  American Capital Partners, Llc
  Hauppauge, NY
• 09/2024 → Present
  Kestra Investment Services, Llc
  Port Jefferson, NY
• 09/2024 → Present
  Kestra Advisory Services, Llc
  Port Jefferson, NY

Previous Registrations

• 2015-08-27 → 2024-10-28
  Partners Capital Services, Inc.
  Hauppauge, NY
• 2010-01-13 → 2015-08-26
  Trident Advisors Llc
  Woodbury, NY
• 2008-03-03 → 2012-12-31
  Trident Advisors Llc
  Woodbury, NY

Other Businesses

Business Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: IAR Business Name: COASTLINE POS: RR NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 1303 main st, port jefferson NY 11777 DESC: RR

Exams

• S66 Uniform Combined State Law Examination
  2021-10-29
• S65 Uniform Investment Adviser Law Examination
  2007-11-16
• S63 Uniform Securities Agent State Law Examination
  1998-07-24