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GC

Galen G. Crane

LONG RUN WEALTH ADVISORS
Lake Placid, NY 12946
Some features on this profile are disabled
CRD#: 5235146
GC

Professional summary


Galen Goodridge Crane, who also goes by Galen G Crane, is a registered financial advisor currently at LONG RUN WEALTH ADVISORS, LLC located in Lake Placid, New York.

Galen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Galen has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Galen G Crane

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 Galen Goodridge Crane'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 29, 2021 - Present

LONG RUN WEALTH ADVISORS, LLC

Office #1: 55 Barn Road Suite 206, Lake Placid, NY 12946
RIA
CRD#: 311415
Lake Placid, NY
Past

December 10, 2015 - December 31, 2020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
LAKE PLACID, NY
Past

December 4, 2015 - December 31, 2020

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
LAKE PLACID, NY
Past

April 28, 2008 - December 7, 2015

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
LAKE PLACID, NY
Past

October 31, 2007 - December 7, 2015

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
LAKE PLACID, NY
Past

August 14, 2007 - November 14, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
LAKE PLACID, 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".
LR
LONG RUN WEALTH ADVISORS, LLC
LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA
Registered Investment Advisory firm - (12/9/2020 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
New York
(3/29/2021)
IAR
Texas
(12/13/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/25/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


LR
LONG RUN WEALTH ADVISORS, LLC
LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415 / SEC#: 801-119953

RIA
Registered Investment Advisory firm - (12/9/2020 Approved)
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Contact information


Main Address
55 Barn Road Suite 206, Lake Placid, NY 12946
Mailing Address
Phone number
(518) 523-8050
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR LONG RUN WEALTH ADVISORS, LLC (5/23/2025)

Regulatory assets under management


Total Number of Accounts2,062
AUM (Assets Under Management)$ 514,203,877

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


LONG RUN WEALTH ADVISORS, LLC

CRD#: 311415Lake Placid, NY 12946

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