William Alexander Longing

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 03/2024 → 05/2025
  Ameriprise Financial Services, Llc.
  Valhalla, NY
• 06/2022 → 08/2022
  Stony Point Wines & Spirits
  Stony Point, NY
• 06/2021 → 08/2021
  Ruth's Chris Steakhouse
  Tarrytown, NY
• 05/2023 → 03/2024
  Unemployed
  West Nyack, NY
• 08/2018 → 05/2023
  University Of Maryland
  College Park, MD
• 06/2014 → 08/2018
  Unemployed
  West Nyack, NY
• 05/2025 → Present
  Raymond James Financial Services Inc.
  Valhalla, NY
• 05/2025 → Present
  Raymond James Financial Services Advisors Inc.
  Valhalla, NY

Previous Registrations

• 2024-09-03 → 2025-05-05
  Ameriprise Financial Services, Llc
  West Nyack, NY
  Valhalla, NY

Other Businesses

(1) Name of Business: QuantumView Wealth Management Address: 200 Summit Lake Dr Ste 360, Valhalla, NY 10595-1338 Activity Type: Support Company - Non Owner Position Title: Associate/Employee Investment Related: No Start Date: 5/1/2025 Hours per month devoted to this business during trading hours: 41+ Description of duties: Non-producing FA work in conjunction with Jak Cukaj and Neal Siena assisting with trading for clients

Exams

• S66 Uniform Combined State Law Examination
  2024-08-30

Other Names

• Will Longing