Anthony Michael Longo

Employer firm

Simplyria Advisor Network CRD 154494

$215M regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 01/2024 → Present
  Caitlin John, Llc
  Brighton, MI
• 01/2024 → Present
  Kingsbury Financial Advisors
  Tampa, FL
• 11/2023 → 01/2024
  Ro Hyde Park
  Tampa, FL
• 05/2023 → 08/2023
  Union New American
  Tampa, FL
• 02/2021 → 05/2023
  Steelbach
  Tampa, FL
• 02/2020 → 02/2021
  Boca
  Tampa, FL
• 01/2020 → 05/2023
  University Of Tampa
  Tampa, FL
• 09/2015 → 06/2019
  Watertown High School
  Watertown, CT
• 08/2019 → 12/2019
  Springfield College
  Springfield, MA

Other Businesses

1) INSURANCE AGENT; INVESTMENT RELATED; Tampa, FL 33607; FIXED INSURANCE SALES; Insurance agent; 01/2024-PRESENT. Tampa, FL 33607; 10 HRS/MONTH; 10 HRS/MONTH DURING TRADING; DUTIES: FIXED INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-02

Other Names

• Longo Michael Anthony