Charles Raymond 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

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-09-05 → 2005-11-17
  Citicorp Investment Services
  Chicago, IL
• 2002-06-20 → 2003-01-08
  Cetera Wealth Services, Llc
  Wheeling , IL

Other Businesses

1. ARNECIA WALLACE AND THE CHARLIES, NOT INVESTMENT RELATED, 701 S. BROADWAY, ST. LOUIS, MO 63102, MUSICIAN - BLUES BAND, START 03/15/2015, 2HRS/WK (NON-TRADING HOURS), LEAD GUITAR PLAYER & BACKGROUND VOCALS IN BLUES BAND; 2. CHARLES LONG, NOT INVESTMENT RELATED, 3957 PARK AVENUE, ST. LOUIS, MO 63110, MUSIC INSTRUCTION - GUITAR LESSONS, START 03/15/2015, 3 HRS/WK (NON-TRADING HOURS), GUITAR TEACHER;

Exams

• S66 Uniform Combined State Law Examination
  2002-01-09
• S63 Uniform Securities Agent State Law Examination
  1994-01-17

Other Names

• Charles Raymond Long