Timothy V. Longo

KESTRA ADVISORY SERVICES

Port Jefferson, NY 11777

Some features on this profile are disabled

CRD#: 3059691

Professional summary

Timothy Vincent Longo is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Port Jefferson, New York and KESTRA INVESTMENT SERVICES, LLC located in Port Jefferson, New York.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Timothy has worked at 10 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

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.

Business Name: KESTRA ADVISORY SERVICES POS: IAR NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESC: IAR Business Name: COASTLINE POS: RR NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/26/2024 ADDRESS: 1303 main st, port jefferson NY 11777 DESC: RR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Vincent Longo'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

September 30, 2024 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 1303 Main Street, Port Jefferson, NY 11777

RIA

CRD#: 283330

Port Jefferson, NY

Current

September 27, 2024 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 1303 Main Street, Port Jefferson, NY 11777

CRD#: 42046

Port Jefferson, NY

Past

September 27, 2024 - September 29, 2024

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

AUSTIN, TX

Past

August 27, 2015 - October 28, 2024

PARTNERS CAPITAL SERVICES, INC.

RIA

CRD#: 127621

HAUPPAUGE, NY

Past

August 21, 2015 - October 25, 2024

AMERICAN CAPITAL PARTNERS, LLC

CRD#: 119249

HAUPPAUGE, NY

Past

January 13, 2010 - August 26, 2015

TRIDENT ADVISORS LLC

RIA

CRD#: 145231

WOODBURY, NY

Past

March 3, 2008 - December 31, 2012

TRIDENT ADVISORS LLC

RIA

CRD#: 145231

WOODBURY, NY

Past

January 30, 2006 - August 22, 2015

TRIDENT PARTNERS LTD.

CRD#: 41258

WOODBURY, NY

Past

July 23, 2004 - January 31, 2006

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

MELVILLE, NY

Past

July 1, 2003 - July 27, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 30, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

July 10, 1998 - May 2, 2001

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

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

Alabama
(10/24/2025)

Connecticut
(9/30/2024)

Florida
(9/30/2024)

Georgia
(9/30/2024)

Iowa
(9/27/2024)

Maine
(9/30/2024)

Massachusetts
(4/7/2025)

Mississippi
(11/7/2024)

Montana
(10/3/2024)

New Jersey
(9/30/2024)

New York
(9/27/2024)

IAR

New York
(9/30/2024)

North Carolina
(10/31/2024)

Pennsylvania
(9/27/2024)

South Carolina
(9/27/2024)

Vermont
(10/30/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/29/2021

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/16/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/24/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/12/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/9/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	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.

Similar Advisors

Harlan Fischer

CETERA INVESTMENT ADVISERS LLC

IAR

SETAUKET, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy V. Longo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Vincent Longo's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC

PARTNERS CAPITAL SERVICES, INC.

AMERICAN CAPITAL PARTNERS, LLC

TRIDENT ADVISORS LLC

TRIDENT ADVISORS LLC

TRIDENT PARTNERS LTD.

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/29/2021

Series 65

Date: 11/16/2007

Series 63

Date: 7/24/1998

SIE

Date: 10/1/2018

Series 31

Date: 8/12/1998

Series 7

Date: 7/9/1998

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

Similar Advisors