Joseph Scott Long

Employer firm

Cbiz Investment Advisory Services, LLC CRD 286002

$12.8B regulatory AUM 768 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• 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

• 05/2000 → 12/2018
  Sequoia Financial Advisors, Llc
  Akron, OH
• 02/2016 → 12/2018
  Sequoia Financial Group, Llc
  Akron, OH
• 12/2018 → Present
  Cbiz Investment Advsiory Services
  Cleveland, OH

Previous Registrations

• 2000-04-26 → 2018-12-31
  Sequoia Financial Group, L.L.C.
  Akron, OH
• 1999-10-18 → 2005-12-19
  Lpl Financial Llc
  Akron, OH

Other Businesses

RENTAL INCOME, 1481 GANGL DRIVE, STOW, OH 44224- RENTAL PROPERTY - NOT INVESTMENT RELATED. STARTED 10/2015 LESS THEN 10% TIME OR INCOME MONTHLY. NOT CLIENT RELATED. COMPENSATION IS RENTAL INCOME.

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-07-05

Other Names

• Joe Long
• Joseph Scott Long