Randall Craig 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
• 03/2021 → Present
  Sageview Private Client Group
  Irvine, CA
• 09/2003 → Present
  Sageview Advisory Group
  Irvine, CA
• 08/2019 → Present
  Sageview Wealth Management
  Irvine, CA
• 09/2022 → Present
  Cetera Advisors Llc
  Bloomfield Hills, MI
• 10/2021 → 09/2022
  First Allied Securities, Inc.
  Bloomfield Hills, MI
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2003-09-22 → 2025-12-18
  Creative Planning Institutional Advisors, Llc
  Irvine, CA
  Newport Beach, CA
• 2016-03-25 → 2025-12-09
  Sageview Private Client Group, Llc
  Newport Beach, CA
• 2015-02-13 → 2015-12-31
  Sageview Private Client Group, Llc
  Newport Beach, CA
• 2007-01-04 → 2007-07-03
  Sortino Investment Management, Llc
  Hermosa Beach, CA

Other Businesses

(1) VARIOUS INSURANCE COMPANIES LIFE INSURANCE SALES - SELF EMPLOYED - 20 YEARS - 5-10 HRS A MONTH, AGENT I SELL TERM, WHOLE LIFE, UNIVERAL LIFE, HEALTH INSURANCE, LONG TERM CARE; (2) SAGEVIEW INSURANCE SERVICES, INC.; INV REL: NO; SAME AS BRANCH; INSURANCE SALES; PRESIDENT SINCE: 11/2010; 40 HRS PER MONTH, 32.5 HRS DURING TRADING; OFFERS INSURANCE PRODUCTS (3) SAGEVIEW FOUNDATION; INV REL: NO; SAME AS BRANCH; NON-PROFIT AGENCY/CHARITY; PRESIDENT; HRS PER MONTH: 20; HANDLES NON-PROFIT CHARITABLE DONATIONS (4) SAGEVIEW RPC; INV REL: NO; SAME AS BRANCH; THIRD PARTY ADMINISTRATOR; HRS PER MONTH: 20 ; TPA CONSULTING (5) SAGEVIEW CONSULTING GROUP, LL; INV REL: NO; 4421 COX ROAD, GLEN ALLEN, VA 23060; ACTUARIAL CONSULTING; OWNER; SINCE: 01/2010; HRS PER MONTH: 25-40; RESPONSIBLE FOR ACTUARIAL CONSULTING (6) RANDALL & MARY LONG; INV REL: NO; ADDRESS: N/A; RENTAL PROPERTY- SINGLE FAMILY HOMES; SINCE: 10/2012; HRS PER WEEK: 2; HRS DURING TRADING: 2; OWNER (7) FAMILY TRUST; INV REL: NO; SAME AS RESIDENTIAL ADDRESS; FAMILY TRUST; SINCE: 7/2014; TRUSTEE HRS PER WEEK: 0, NONE DURING TRADING HOURS; CO-TRUSTEE; (8) SUNRIPE FARM; INV REL: NO; 1920 MAIN STREET SUITE 800, IRVINE, CA 92614; FARMING IN RWANDA; SINCE: 01/2017; POSITION: NONE; HRS PER WEEK: 1; HRS DURING TRADING: 1; FUNDING AND DEVELOPING FARM IN RWANDA; (9) ARROWHEAD LAKE RETREAT, LLC; INV REL: NO; 370 KALAMATH DRIVE, LAKE ARROWHEAD, CA 92352; RENTAL / INVESTMENT PROPERTY; SINCE: 04/2018; OWNER; HRS PER WEEK: 1; HRS DURING TRADING: 1; DUTIES: NONE; (10) SUNDARA 4V, LLC; INV REL: NO; 1000 RUSK RD, ROUND ROCK, TX 78665; PROPERTY INVESTMENT / SENIOR LIVING; SINCE: 08/2017; EQUITY OWNER; HRS PER WEEK: 1; HRS DURING TRADING: 1; EQUITY OWNERSHIP; (11) SAGEVIEW ADVISORY GROUP; INV REL: YES; SAME AS REGISTERED LOCATION; ADVISORY BUSINESS; PARTNER/OWNER; SINCE 08/2008; 40 HRS PER WEEK, 32.5 DURING TRADING; ASSET MANAGEMENT; (12) SAGEVIEW PRIVATE CLIENT GROUP, INV REL: YES; SAME AS REGISTERED LOCATION; ADVISORY BUSINESS; IAR; SINCE 03/2021; 40 HRS PER WEEK, 32.5 DURING TRADING; ASSET MANAGEMENT; (13) TITAN ASSET HOLDINGS, INC.; INV REL: NO; STATE OF TENNESSEE; CAPTIVE INSURANCE COMPANY OWNERSHIP; SINCE: 12/2018; SHAREHOLDER; HOURS PER WEEK: NONE; DUTIES: NONE; (14) SAGEVIEW WEALTH MGMT; INV REL: YES; 1920 MAIN STREET STE 800, IRVINE, CA 92614; WEALTH MANAGEMENT; SINCE: 08/2019; CEO / OWNER; HRS PER WEEK: 5, DURING TRADING HRS, OVERSEE WEALTH MANAGEMENT ACTIVITY CONDUCTED BY IAR'S REGISTERED THROUGH SAGEVIEW RIA; (15) SOUTHWIND, LTD: INV REL: NO; 2100 KILGORE RD, BAYTOWN, TX, 77523; REAL ESTATE/APARTMENT INVESTMENT; SINCE 2019; PARTNER; LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HRS; PASSIVE INVESTMENT. (16) SAGE IRA, INV REL: YES; SAME AS REGISTERED LOCATION; PLATFORM OFFERED BY IRA LOGIX; SINCE 12/2019; 1 HOUR PER WEEK, DURING TRADING HOURS; TOOL TO UTILIZE AS AN IRA SOLUTION; (17) INTEGRITY IRA, INV REL: YES; SAME AS REGISTERED LOCATION; PLATFORM OFFERED BY IRA LOGIX; SINCE 02/2021; 1 HOUR PER WEEK, DURING TRADING HOURS; TOOL TO UTILIZE AS AN IRA SOLUTION;

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-09-06

Other Names

• Randy Long