Zachary Thomas Longman

Employer firm

Longman Wealthcare Management, LLC CRD 110555

$78.6M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• ELDER CARE MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2026 → Present
  Longman Wealthcare Management, Llc
  Miami, FL
• 09/2022 → 07/2026
  Berkowitz Pollack Brant Advisors + Cpas
  Ft. Lauderdale, FL
• 09/2020 → 09/2022
  Ernst & Young
  Boca Raton, FL
• 07/2026 → Present
  Thomas J Longman Cpa, Pa
  Miami, FL
• 01/2026 → 07/2026
  Baker Tilly Advisory Group Llc
  Ft Lauderdale, FL
• 05/2020 → 09/2020
  Unemployed
  Miami, FL
• 06/2019 → 08/2019
  Rsm Us Llp
  Ft Lauderdale, FL
• 08/2015 → 05/2020
  University Of Florida
  Gainsville, FL

Other Businesses

Thomas J Longman, CPA, PA, public accounting firm, not investment-related. Staff accountant. Duties: preparation of tax returns, tax planning and compliance, bookkeeping and financial statement preparation. Approximately 100 hours a month, significantly more during tax season.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-29