Unclaimed Profile

Craig Mccutcheon Long

SYNOVUS TRUST COMPANY, N.A.·ATLANTA, Georgia

SIE, Series 4, Series 7, Series 9, Series 10, Series 12, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record20 years registeredSYNOVUS TRUST COMPANY, N.A.

3400 OVERTON PARK DRIVE, ATLANTA, GA 30339CRD# 1406115Firm CRD# 168405

Profile Verification

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

Identity

Craig Mccutcheon Long · ATLANTA, GA

Registration

CRD #1406115 · SYNOVUS TRUST COMPANY, N.A. · 20 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Mar 2023 – present

CETERA ADVISORS LLC

Sep 2018 – present

CETERA FINANCIAL SPECIALISTS LLC

Sep 2018 – present

CETERA INVESTMENT SERVICES LLC

Sep 2018 – present

CETERA WEALTH SERVICES, LLC

Sep 2018 – present

CETERA ADVISOR NETWORKS LLC

Sep 2018 – Jun 2023

ATLANTA, GA

GLOBALT INVESTMENTS

Feb 2017 – Aug 2018

ATLANTA, GA

SYNOVUS SECURITIES, INC.

Jan 2017 – Aug 2018

ATLANTA, GA

LPL FINANCIAL LLC

Jan 2015 – Nov 2016

FORT MILL, SC

SUNTRUST INVESTMENT SERVICES, INC.

Aug 2014 – Dec 2014

ATLANTA, GA

FSC SECURITIES CORPORATION

Jul 2007 – Aug 2014

ATLANTA, GA

CHASE INVESTMENT SERVICES CORP.

Jan 2006 – Aug 2006

COLUMBUS, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 12

Series 14

Series 24

Series 27

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 12, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SYNOVUS TRUST COMPANY, N.A.

CRD 168405 · SEC 801-78344

AUM

$2.5B

Regulatory assets under management

Employees

4,225 client accounts

Services offered by SYNOVUS TRUST COMPANY, N.A.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SYNOVUS TRUST COMPANY, N.A. →

Introduction

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Frequently Asked Questions

What services does Craig Mccutcheon Long offer?

Craig Mccutcheon Long specializes in Investment Management, Wealth Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Craig Mccutcheon Long's credentials?

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

Where is Craig Mccutcheon Long located?

Craig Mccutcheon Long is based in ATLANTA, Georgia, working with SYNOVUS TRUST COMPANY, N.A.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Craig Mccutcheon Long charge for services?

Craig Mccutcheon Long's firm is compensated through percentage of aum, subscription fees, other: pct of model portfolio fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYNOVUS TRUST COMPANY, N.A.?

SYNOVUS TRUST COMPANY, N.A. has approximately 21 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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