Kristian Longo

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CRD#: 2810883

Professional summary

Being a previously registered professional could mean that this person 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.

Kristian Longo was a registered financial professional .

Kristian is a previously registered financial professional and started their career in finance in 1996. Kristian had worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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.

1. Medreceivables Advisor Financial, Investment related, started 7/2010, Approx 120 hrs/mo, only 7 during trading hours, 1108 East Newport Center Dr., Deerfield Beach, FL 33442, Nature: Sell investment products such as mutual funds, VA's etc., Registered Rep, Duties: Sell investment products. 2. The Asset Mangement Group of Boca Raton, DBA, Investment Related, Started 7/2000, Approx 15 hours/mo, 15 minutes during trading hours, 398 NW 9th Ter, Boca Raton, FL 33486, Nature: Sell insurance related products, Life insurance, disability, etc., President, Duties: Sells Insurance Products.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

November 4, 2011 - February 9, 2023

WORLD EQUITY GROUP, INC.

RIA

CRD#: 29087

DEERFIELD BEACH, FL

Past

October 31, 2011 - February 9, 2023

WORLD EQUITY GROUP, INC.

CRD#: 29087

DEERFIELD BEACH, FL

Past

August 21, 2009 - November 4, 2011

REGAL ADVISORY SERVICES, INC.

RIA

CRD#: 123842

GLENVIEW, IL

Past

August 28, 2007 - November 4, 2011

REGAL SECURITIES, INC.

CRD#: 7297

DEERFIELD BEACH, FL

Past

July 13, 2000 - September 5, 2007

NEW ENGLAND SECURITIES

RIA

CRD#: 615

BOCA RATON, FL

Past

July 13, 2000 - September 5, 2007

NEW ENGLAND SECURITIES

CRD#: 615

BOCA RATON, FL

Past

December 23, 1996 - July 17, 2000

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

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".

WORLD EQUITY GROUP, INC.

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

IAR

Series 65

Date: 3/26/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/20/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/20/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

WORLD EQUITY GROUP, INC.

CRD#: 29087 / SEC#: 801-56328, 8-44088

RIA

Registered Investment Advisory firm - SEC (3/26/1999 Approved)

Broker-Dealer Firm Regulated by FINRA (Chicago district office)

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Contact information

Main Address

425 N Martingale Road Suite 1220, Schaumburg, IL 60173

Mailing Address

425 N Martingale Road Suite 1200, Schaumburg, IL 60173

Phone number

(847) 342-1700

Established

Illinois since 09/13/1991

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

170

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

ADHESION PROGRAM WRAP FEE BROCHURE (5/20/2025)

WORLD EQUITY GROUP ADV PART II (5/20/2025)

REP MANAGER PROGRAM WRAP FEE BROCHURE (5/20/2025)

Direct owners and executive officers

Name	Position	CRD#
WENTWORTH MANAGEMENT SERVICES, LLC	OWNER
DUDAS, STEPHEN STANLEY	PRESIDENT	4820047
GOULD, CRAIG MICHAEL	CHIEF EXECUTIVE OFFICER	2367293
LISHCHYNSKY, MARK JOHN JR	CHIEF OPERATING OFFICER	2478952
WEBB, WILLIAM DUDLEY JR	CHIEF COMPLIANCE OFFICER	1256777

Regulatory assets under management

Total Number of Accounts	3,151
AUM (Assets Under Management)	$ 944,844,374

Disclosures

Regulatory Event

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.

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Firm Stability Insights

Kristian Longo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

REGAL ADVISORY SERVICES, INC.

REGAL SECURITIES, INC.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

NYLIFE SECURITIES LLC

Primary Firm SEC Registration

WORLD EQUITY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/26/2014

Series 63

Date: 12/20/1996

SIE

Date: 10/1/2018

Series 6

Date: 12/20/1996

Current Firm

WORLD EQUITY GROUP, INC.

Contact information

SEC notice filing (51 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WORLD EQUITY GROUP, INC.

TRUST BUT VERIFY

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