Zachary David Long

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2015 → 11/2025
  Service Electric Network
  Bethlehem, PA
• 08/2022 → 12/2022
  Pnc Bank
  Pittsburgh, PA
• 06/2013 → 06/2018
  Northern Lehigh High School
  Slatington, PA
• 12/2022 → Present
  Raymond James Financial Services, Inc.
  Emmaus, PA
• 05/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Emmaus, PA

Other Businesses

(1)Name of Business: Evans Wealth Strategies Address: 1134 Pennsylvania Ave, Emmaus, PA, 18049-3514, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/19/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial advisor

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-05-10
• S63 Uniform Securities Agent State Law Examination
  2024-03-28

Other Names

• Zach Long