AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CL

Craig M. Long

CETERA INVESTMENT ADVISERS
WOODSTOCK, GA
CRD#: 1406115
Some features on this profile are disabled
CL
Craig M LongCETERA INVESTMENT ADVISERS

Professional summary

Craig M Long, who also goes by Craig M. Long, Craig Mccutcheon Long, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Woodstock, Georgia and CETERA INVESTMENT SERVICES LLC located in El Segundo, California.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Craig has worked at 26 firms and has passed the Series 65, Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 9, Series 10, Series 14, Series 12, Series 27, Series 53, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Craig M. Long | Craig Mccutcheon 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig M 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®
None

Experience

Current

March 22, 2023 - Present

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
WOODSTOCK, GA
Current

September 21, 2018 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 15340
EL SEGUNDO, CA
Current

September 21, 2018 - Present

CETERA WEALTH SERVICES, LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 13572
EL SEGUNDO, CA
Current

September 21, 2018 - Present

CETERA FINANCIAL SPECIALISTS LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 10358
EL SEGUNDO, CA
Current

September 21, 2018 - Present

CETERA ADVISORS LLC

Office #1: 2301 Rosecrans Ave #5100, El Segundo, CA 90245
BD
CRD#: 10299
EL SEGUNDO, CA
Past

January 17, 2024 - September 5, 2025

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

September 21, 2018 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
ATLANTA, GA
Past

September 21, 2018 - December 3, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
ATLANTA, GA
Past

September 21, 2018 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

BD
CRD#: 32444
ATLANTA, GA
Past

February 28, 2017 - August 20, 2018

GLOBALT INVESTMENTS

RIA
CRD#: 168405
ATLANTA, GA
Past

January 23, 2017 - August 20, 2018

SYNOVUS SECURITIES, INC.

RIA
CRD#: 14023
ATLANTA, GA
Past

January 9, 2017 - August 20, 2018

SYNOVUS SECURITIES, INC.

BD
CRD#: 14023
ATLANTA, GA
Past

January 6, 2015 - November 29, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT MILL, SC
Past

January 5, 2015 - November 29, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 28, 2014 - December 12, 2014

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

August 27, 2014 - December 12, 2014

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

September 18, 2007 - October 29, 2008

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

July 20, 2007 - August 25, 2014

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
ATLANTA, GA
Past

September 20, 2006 - March 3, 2009

ADVANTAGE CAPITAL CORPORATION

BD
CRD#: 146
ATLANTA, GA
Past

September 20, 2006 - August 25, 2014

OSAIC SERVICES, INC.

BD
CRD#: 133763
SCOTTSDALE, AZ
Past

September 20, 2006 - August 25, 2014

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

September 20, 2006 - August 25, 2014

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

January 12, 2006 - August 23, 2006

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
COLUMBUS, OH
Past

January 10, 2006 - August 23, 2006

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
COLUMBUS, OH
Past

January 10, 2006 - August 23, 2006

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
COLUMBUS, OH
Past

October 11, 2000 - December 31, 2005

THE HUNTINGTON INVESTMENT COMPANY

BD
CRD#: 16986
COLUMBUS, OH
Past

April 29, 1999 - October 10, 2000

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH
Past

July 2, 1997 - April 26, 1999

VESTAX SECURITIES CORPORATION

BD
CRD#: 10332
HUDSON, OH
Past

December 5, 1996 - June 26, 1997

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

June 22, 1995 - July 8, 1997

KEY CLEARING CORP.

BD
CRD#: 37595
BROOKLYN, OH
Past

March 3, 1995 - June 9, 1995

KEY INVESTMENTS INC.

BD
CRD#: 15873
CLEVELAND, OH
Past

October 21, 1993 - March 3, 1995

SOCIETY INVESTMENTS, INC.

BD
CRD#: 17656
Past

March 6, 1992 - March 16, 1993

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

October 19, 1988 - November 14, 1990

KEYBANC CAPITAL MARKETS INC.

BD
CRD#: 566
CLEVELAND, OH

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
Georgia
(9/21/2018)
IAR
Georgia
(3/22/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/26/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/8/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/15/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 1/2/2023
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/26/2000
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 12
Date: 8/27/1999
NYSE Branch Manager Examination
Principal/Supervisory Exam
RR
Series 27
Date: 9/27/1996
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/17/1995
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/3/1995
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 12/1/1994
Registered Options Principal Examination
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)
Loading...

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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory assets under management

Total Number of Accounts584,487
AUM (Assets Under Management)$ 163,792,814,520

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/13/2024
Cover Page
Report
09/26/2023
Cover Page
Report

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.

Company Information

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644Woodstock, GA

TRUST BUT VERIFY

Monitor Craig Long

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
HELENA, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
ESTERO, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.