Randy M. Long

LONG FAMILY OFFICE

Wilmington, NC 28405

CRD#: 1161624

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Professional summary

Randy Mark Long, CFP® is a registered financial advisor currently at LONG FAMILY OFFICE located in Wilmington, North Carolina and SAVVY located in Wilmington, North Carolina.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Randy has worked at 4 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Comprehensive Financial Planni...

Estate Planning

Investment Planning

Business Succession Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Mark Long's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 1987

Experience

Current

May 19, 1997 - Present

LONG FAMILY OFFICE

Office #1: 5101 Dunlea Court Suite 204c, Wilmington, NC 28405

RIA

CRD#: 110990

Wilmington, NC

Current

May 18, 2026 - Present

SAVVY

Office #1: 5101 Dunlea Ct Ste 204c, Wilmington, NC 28405

RIA

CRD#: 318493

Wilmington, NC

Past

February 28, 1986 - November 14, 1995

FOOTHILL SECURITIES, INC.

CRD#: 1027

SANTA CLARA, CA

Past

October 7, 1983 - September 28, 1984

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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".

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 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.

Highlighted states indicate IAR registrations

IAR

California
(5/19/1997)

IAR

North Carolina
(6/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/22/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/20/1983

General Securities Representative Examination

Current Firm

SAVVY

CRD#: 318493 / SEC#: 801-123656

RIA

Registered Investment Advisory firm - (4/11/2022 Approved)

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Contact information

Main Address

111 West 33rd Street Unit 1410, New York, NY 10001

Mailing Address

Phone number

(833) 745-6789

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SAVVY ADV PART 2 (8/19/2025)

Regulatory assets under management

Total Number of Accounts	3,776
AUM (Assets Under Management)	$ 1,295,318,161

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.

Contact information

xxxxx@xxxx.xxx

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Randy M. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Mark Long's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONG FAMILY OFFICE

SAVVY

FOOTHILL SECURITIES, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

SAVVY

State Registrations and Notice Filings

Exams

Series 63

Date: 12/22/1983

Series 7

Date: 8/20/1983

Current Firm

SAVVY

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SAVVY

TRUST BUT VERIFY

Contact information

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