Unclaimed Profile

Sara Lynne Long

JOSEPH CAPITAL MANAGEMENT, LLC·HERNANDO, Florida

Series 65Clean record17 years registeredJOSEPH CAPITAL MANAGEMENT, LLC

2450 N. CITRUS HILLS BLVD., HERNANDO, FL 34442-5348CRD# 5620605Firm CRD# 116156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sara Lynne Long · HERNANDO, FL

Registration

CRD #5620605 · JOSEPH CAPITAL MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JOSEPH CAPITAL MANAGEMENT, LLC

MODERA WEALTH MANAGEMENT, LLC

Jul 2014 – Jan 2019

INVERNESS, FL

JCM ADVISORS OF CRYSTAL RIVER, LLC

Aug 2011 – Jul 2014

HERNANDO, FL

JOSEPH FINANCIAL OF SMITHTOWN, LLC

Jun 2011 – Aug 2011

HERNANDO, FL

JOSEPH CAPITAL MANAGEMENT, LLC

Mar 2009 – Jul 2014

HERNANDO, FL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOSEPH CAPITAL MANAGEMENT, LLC

CRD 116156 · SEC 801-68145

AUM

$146M

Regulatory assets under management

Employees

174 client accounts

Services offered by JOSEPH CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JOSEPH CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Sara Lynne Long offer?

Sara Lynne Long specializes in Financial Planning, Investment Management.

What are Sara Lynne Long's credentials?

Sara Lynne Long is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sara Lynne Long located?

Sara Lynne Long is based in HERNANDO, Florida, last registered with JOSEPH CAPITAL MANAGEMENT, LLC.

How does Sara Lynne Long charge for services?

Sara Lynne Long's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOSEPH CAPITAL MANAGEMENT, LLC?

JOSEPH CAPITAL MANAGEMENT, LLC has approximately 10 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Other Advisors at JOSEPH CAPITAL MANAGEMENT, LLC

Ronald Alan Rhoades

HERNANDO, FL

Michael Joseph Tringali

HERNANDO, FL

Browse by Specialty

Investment Management Retirement Planning Wealth Management Financial Planning Fee-Only Advisory Financial Education

Nearby cities in Florida

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City Guides

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Research

Advisor Fees in Florida National Fee Analysis

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