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Michael Edward Longworth

CRD# 1405814·Registered 1985 - 2015
Previously Registered: Being a previously registered professional could mean that Michael is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Michael Edward Longworth was a registered financial advisor. Michael was a previously registered financial professional and started their career in finance 1985 - 2015. Michael had worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

41 years registered in the securities industry

Current & Past Employments

Past

MONARCH ASSET MANAGEMENT LLCPast·CRD# 166444
RIA
Sarasota, FL
October 18, 2014 - May 4, 2015
TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499
RIA
Tampa, FL
February 4, 2004 - April 26, 2004
TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499
BD
Atlanta, GA
May 1, 2003 - April 26, 2004
AMSOUTH INVESTMENT SERVICES, INC.Past·CRD# 15692
BD
Birmingham, AL
December 7, 2001 - April 22, 2003
TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499
BD
Atlanta, GA
January 16, 2001 - March 1, 2001
TRUIST INVESTMENT SERVICES, INC.Past·CRD# 17499
BD
Atlanta, GA
February 26, 1996 - September 14, 2000
BARNETT INVESTMENTS, INC.Past·CRD# 14897
BD
Jacksonville, FL
February 21, 1995 - February 10, 1996
DETWILER FENTON WEALTH MANAGEMENT INCPast·CRD# 16063
BD
Boston, MA
June 7, 1993 - March 13, 1995
IDS LIFE INSURANCE COMPANYPast·CRD# 6321
BD
Minneapolis, MN
January 22, 1992 - January 19, 1993
AMERIPRISE FINANCIAL SERVICES, LLCPast·CRD# 6363
BD
Minneapolis, MN
January 22, 1992 - January 19, 1993
ADVANTAGE CAPITAL CORPORATIONPast·CRD# 146
BD
November 24, 1987 - May 20, 1988
TOWER SQUARE SECURITIES, INC.Past·CRD# 833
BD
July 29, 1987 - December 11, 1987
METROPOLITAN LIFE INSURANCE COMPANYPast·CRD# 4095
BD
September 17, 1985 - December 13, 1985

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Current Firm

MA
MONARCH ASSET MANAGEMENT LLC

GULF COAST CAPITAL MANAGEMENT LLC | SARASOTA CAPITAL MANAGEMENT | MONARCH ASSET MANAGEMENT LLC

CRD#: 166444
Florida
Registered Investment Advisory firm - Florida (2/25/2013 Approved)
Texas
Registered Investment Advisory firm - Texas (7/3/2013 Approved)
Virginia
Registered Investment Advisory firm - Virginia (6/25/2024 Approved)

Contact Information

Main Address

7282 55th Ave. East #166, Bradenton, FL 34203

Phone Number

(941) 361-1212

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

105

AUM (Assets Under Management)

$75,629,123

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Sep 2014About the Series 65 exam

Series 66 — Uniform Combined State Law Examination

Passed Jan 2004About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1996About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Jan 1992About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 1985About the Series 6 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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