AL
AL

Anthony Michael Longo

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
733 clients
Average Client Portfolio
$250K average
Assets Under Management
$183.4M

Fee Structure

Minimum Investment:$250K
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Location

3104 N Armenia Ave, Unit 2, Tampa, FL, 33607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony works as an insurance agent selling fixed insurance products since 2018. This activity, which is not investment related, takes a few hours per week.

Employment History
Current Registrations
Caitlin John, LLC
February 2024 - Present · 2 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.