Randy Mark Long

Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 04/1997 → 05/2026
  Long Family Office
  Reedley, CA
• 05/2026 → Present
  Savvy
  Wilmington, NC
• 05/1991 → 12/2020
  Randy M. Long
  Reedley, CA
• 08/2015 → Present
  Long Business Advisors
  Wilmington, NC

Other Businesses

1) Long Business Advisors, LLC (D/B/A BuildProveSell.com) 5101 Dunlea Ct., Ste. 204C, Wilmington, NC. 28405. LBA is a consulting business wherein we do exit planning for business owners. I am the manager of LBA. Articles filed July 31, 2015. Devote approximately 80 hours a month to LBA business. 3-4 hours per day during trading hours. 2) Long Family Office / R M Long Investment Advisory, Inc.; Investment related, Wilmington, NC, 28405; serves as the DBA entity for work at Savvy Wealth, Wealth Manager, 05/18/2026, same hours as role at Savvy -this is the DBA for this role. Long Family Office is the DBA, R M Long Investment Advisory, Inc is the entity.

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-12-22

Designations

• Certified Financial Planner