Casey Richard 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:

Current Employers

Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2024-03-21

OR RA
APPROVED

Since 2024-03-21

Branch Locations

Corvallis, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Casey Long Financial Services	Corvallis	OR	05/1979	Present
Cetera Advisors Llc	Denver	CO	01/2013	Present
Cetera Investment Advisers Llc	Schaumburg	IL	03/2024	Present

05/1979 → Present

Casey Long Financial Services

Corvallis, OR
01/2013 → Present

Cetera Advisors Llc

Denver, CO
03/2024 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Previous Registrations

2009-01-23 → 2011-10-28

Securities America Advisors, Inc.

Lavista, NE
2001-08-03 → 2009-01-23

Brecek & Young Advisors, Inc.

Corvallis, OR

Folsom, CA

Corvallis, OR

Other Businesses

1. INSURANCE, DBA, CASEY LONG FINANCIAL SERVICESM 8495 N. W. WANETA DR., CORVALLIS, OR 97330. INVESTMENT-RELATED, INSURANCE SALES, OWNER, START DATE 05/1979, 40 HOURS/WEEK. 40 HOURS/WEEK DURING TRADING HRS* LIFE INSURANCE SALES.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1986-03-28

S63 Uniform Securities Agent State Law Examination

1986-03-28

Designations

Chartered Financial Consultant

View on SEC IAPD