RL
Randall C. Long
CETERA INVESTMENT ADVISERS
BIRMINGHAM, MI 48009
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CRD#: 1147693
RL
Professional summary
Randall Craig Long, who also goes by Randy Long, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Birmingham, Michigan and CETERA WEALTH SERVICES, LLC located in San Diego, California.
Randall is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Randall has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Randy Long
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Randall Craig Long's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 280 N Old Woodward Ave Ste 100, Birmingham, MI 48009Office #2: 3355 Cochran St Ste 100, Simi Valley, CA 93063Office #3: 4000 Mac Arthur Boulevard Suite 600 East Tower, Newport Beach, CA 92660RIA
CRD#: 105644
BIRMINGHAM, MI
Current
October 15, 1991 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9920 Pacific Heights Ste 150, San Diego, CA 92121Office #2: 4000 Mac Arthur Boulevard Suite 600 East Tower, Newport Beach, CA 92660BD
CRD#: 13572
San Diego, CA
Current
September 8, 2022 - Present
CETERA ADVISORS LLC
Office #1: 280 N Old Woodward Ave Ste 100, Birmingham, MI 48009BD
CRD#: 10299
BIRMINGHAM, MI
Past
October 19, 2021 - September 8, 2022
FIRST ALLIED SECURITIES, INC.
BD
CRD#: 32444
BLOOMFIELD HILLS, MI
Past
March 25, 2016 - December 9, 2025
SAGEVIEW PRIVATE CLIENT GROUP, LLC
RIA
CRD#: 134997
NEWPORT BEACH, CA
Past
February 13, 2015 - December 31, 2015
SAGEVIEW PRIVATE CLIENT GROUP, LLC
RIA
CRD#: 134997
IRVINE, CA
Past
January 4, 2007 - July 3, 2007
SORTINO INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 141607
HERMOSA BEACH, CA
Past
September 22, 2003 - December 18, 2025
SAGEVIEW ADVISORY GROUP, LLC
RIA
CRD#: 126777
NEWPORT BEACH, CA
Past
July 8, 1997 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
NEWPORT BEACH, CA
Past
July 31, 1989 - January 22, 1990
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
July 31, 1989 - January 22, 1990
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
May 24, 1988 - October 29, 1991
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
BOSTON, MA
Past
October 19, 1983 - August 10, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/13/1999)
RR
Alaska(3/11/2020)
RR
Arizona(11/15/1995)
RR
Arkansas(7/15/1999)
RR
California(10/21/1991)
IAR
California(6/29/2023)
RR
Colorado(9/18/1995)
RR
Connecticut(7/13/1999)
RR
Delaware(7/13/1999)
RR
District of Columbia(7/15/1999)
RR
Florida(7/14/1999)
RR
Georgia(7/26/1999)
RR
Hawaii(10/8/1999)
RR
Idaho(10/29/1998)
RR
Illinois(7/11/1996)
RR
Indiana(7/1/1999)
RR
Iowa(7/13/1999)
RR
Kansas(7/9/1999)
RR
Kentucky(7/14/1999)
RR
Louisiana(7/9/1999)
RR
Maine(7/16/1999)
RR
Maryland(7/13/1999)
RR
Massachusetts(7/21/1999)
RR
Michigan(7/12/1999)
IAR
Michigan(6/2/2025)
RR
Minnesota(7/13/1999)
RR
Mississippi(7/13/1999)
RR
Missouri(11/16/1998)
RR
Montana(7/12/1999)
RR
Nebraska(7/15/1999)
RR
Nevada(9/25/1995)
RR
New Hampshire(7/12/1999)
RR
New Jersey(7/23/1999)
RR
New Mexico(7/16/1999)
RR
New York(10/2/1996)
RR
North Carolina(9/20/1995)
RR
North Dakota(7/19/1999)
RR
Ohio(9/28/1998)
RR
Oklahoma(7/9/1999)
RR
Oregon(7/12/1999)
RR
Pennsylvania(7/13/1999)
RR
Puerto Rico(2/2/2018)
RR
Rhode Island(7/13/1999)
RR
South Carolina(9/25/1995)
RR
South Dakota(7/28/1999)
RR
Tennessee(7/19/2016)
RR
Texas(11/3/1998)
IAR
Texas(6/29/2023)
RR
Utah(9/22/1995)
RR
Vermont(7/19/1999)
RR
Virginia(7/13/1999)
RR
Washington(9/27/1995)
RR
West Virginia(7/13/1999)
RR
Wisconsin(7/13/1999)
RR
Wyoming(7/14/1999)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)PREMIUM
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
