Thomas Joseph Longman

Employer firm

Longman Wealthcare Management, LLC CRD 110555

$78.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ELDER CARE MANAGEMENT

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

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

Current Employers

Employment History

• 12/2000 → Present
  Longman Wealthcare Management, Llc
  Miami, FL
• 01/1994 → Present
  Thomas J. Longman C.P.A., P.A.
  Miami, FL

Other Businesses

THOMAS J. LONGMAN C.P.A., P.A.; NOT INVESTMENT RELATED; 11098 BISCAYNE BLVD., SUITE 304, MIAMI, FL 33161; ACCOUNTING FIRM; PRESIDENT & CPA; START: 01/1994; APPROXIMATELY 50% OF TIME IS DEVOTED TO THE ACCOUNTING FIRM.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-27

Other Names

• Thomas Longman