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DL

Denise A. Longshaw

AE WEALTH MANAGEMENT
Fort Lauderdale, FL 33309
Some features on this profile are disabled
CRD#: 4707489
DL

Professional summary

Denise Ann-marie Longshaw, who also goes by Denise Annemarie Longshaw, Denise Ann-marie Longshaw-vo, Denise A Longshaw, Denise A Vo, is a registered financial advisor currently at AE WEALTH MANAGEMENT, LLC located in Fort Lauderdale, Florida.

Denise is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Denise has worked at 8 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Denise Annemarie Longshaw | Denise Ann-Marie Longshaw-Vo | Denise A Longshaw | Denise A Vo

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 Denise Ann-marie Longshaw'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 30, 2026 - Present

AE WEALTH MANAGEMENT, LLC

Office #1: 2901 W Cypress Creek Rd Ste 118-h, Fort Lauderdale, FL 33309
RIA
CRD#: 282580
Fort Lauderdale, FL
Past

August 21, 2020 - February 20, 2026

ARAGON CAPITAL LLC

RIA
CRD#: 166958
FORT LAUDERDALE, FL
Past

January 5, 2016 - June 30, 2020

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Coral Gables, FL
Past

January 2, 2014 - September 29, 2015

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA
CRD#: 132070
CORAL SPRINGS, FL
Past

November 29, 2012 - November 6, 2013

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
CORAL SPRINGS, FL
Past

April 30, 2008 - August 3, 2012

PLANMEMBER SECURITIES CORPORATION

RIA
CRD#: 11869
DEERFIELD BEACH, FL
Past

April 24, 2008 - August 3, 2012

PLANMEMBER SECURITIES CORPORATION

BD
CRD#: 11869
CARPINTERIA, CA
Past

January 23, 2007 - April 10, 2008

INVESTACORP, INC.

BD
CRD#: 7684
DAVIE, FL
Past

July 13, 2004 - September 25, 2006

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
WEST PALM BEACH, FL
Past

December 20, 2003 - September 25, 2006

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX

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".
AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 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.

Highlighted states indicate IAR registrations

IAR
Florida
(3/30/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/9/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 6
Date: 12/19/2003
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AW
AE WEALTH MANAGEMENT, LLC
AE WEALTH MANAGEMENT, LLC

CRD#: 282580 / SEC#: 801-107319

RIA
Registered Investment Advisory firm - (2/17/2016 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2950 Sw Mcclure Road Suite B, Topeka, KS 66614
Mailing Address
Phone number
(866) 363-9595
Established
Firm type
Fiscal year end
# of Employees
602

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A APPENDIX 1 (10/1/2025)
FORM ADV PART 2A (10/1/2025)

Regulatory assets under management

Total Number of Accounts111,059
AUM (Assets Under Management)$ 37,525,706,084

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

AE WEALTH MANAGEMENT, LLC

CRD#: 282580Fort Lauderdale, FL 33309

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