Unclaimed Profile

Charles Gale Cowan

LONG RUN WEALTH ADVISORS, LLC·LAKE PLACID, New York

SIE, Series 7, Series 9, Series 10, Series 24, Series 31, Series 53, Series 63, Series 66Clean record19 years registeredLONG RUN WEALTH ADVISORS, LLC

55 BARN ROAD, LAKE PLACID, NY 12946CRD# 1018020Firm CRD# 311415

Profile Verification

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

Identity

Charles Gale Cowan · LAKE PLACID, NY

Registration

CRD #1018020 · LONG RUN WEALTH ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LONG RUN WEALTH ADVISORS, LLC

LONG RUN WEALTH ADVISORS, LLC

Mar 2021 – Dec 2023

LAKE PLACID, NY

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Dec 2015 – Dec 2020

LAKE PLACID, NY

JANNEY MONTGOMERY SCOTT LLC

Nov 2007 – Dec 2015

LAKE PLACID, NY

A. G. EDWARDS & SONS, INC.

Mar 2007 – Nov 2007

LAKE PLACID, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 31

Series 53

Series 63

Series 66

Registration record

First registered · March 27, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LONG RUN WEALTH ADVISORS, LLC

CRD 311415 · SEC 801-119953

AUM

$442M

Regulatory assets under management

Employees

2,033 client accounts

Services offered by LONG RUN WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LONG RUN WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Gale Cowan offer?

Charles Gale Cowan specializes in Financial Planning, Investment Management, Wealth Management.

What are Charles Gale Cowan's credentials?

Charles Gale Cowan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Gale Cowan located?

Charles Gale Cowan is based in LAKE PLACID, New York, last registered with LONG RUN WEALTH ADVISORS, LLC.

How does Charles Gale Cowan charge for services?

Charles Gale Cowan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LONG RUN WEALTH ADVISORS, LLC?

LONG RUN WEALTH ADVISORS, LLC has approximately 9 employees and manages $442M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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