Casey R. Long
Professional summary
Casey Richard Long is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Corvallis, Oregon and CETERA ADVISORS LLC located in Corvallis, Oregon.
Casey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. Casey has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Casey Richard Long's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
October 24, 2011 - Present
CETERA ADVISORS LLC
October 24, 2011 - March 21, 2024
CETERA ADVISORS LLC
January 23, 2009 - October 28, 2011
SECURITIES AMERICA ADVISORS, INC.
January 23, 2009 - October 28, 2011
SECURITIES AMERICA, INC.
August 11, 2008 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
August 3, 2001 - December 31, 2003
BRECEK & YOUNG ADVISORS, INC.
July 3, 1997 - January 23, 2009
BRECEK & YOUNG ADVISORS, INC.
April 25, 1995 - July 21, 1997
USLIFE EQUITY SALES CORP.
April 9, 1986 - April 25, 1995
FIDELITY EQUITY SERVICES CORPORATION
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/1/2012)
(10/24/2011)
(10/24/2011)
(1/3/2022)
(1/3/2022)
(8/3/2012)
(1/2/2024)
(1/2/2014)
(10/24/2011)
(3/21/2024)
(10/26/2011)
Exams
FINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
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
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