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Charles Gale Cowan

LONG RUN WEALTH ADVISORS, LLC·LAKE PLACID, New York
Clean recordLONG 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Gale Cowan is a registered financial advisor based in LAKE PLACID, New York, affiliated with LONG RUN WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LONG RUN WEALTH ADVISORS, LLC
LONG RUN WEALTH ADVISORS, LLC
AUM
$442M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at LONG RUN WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1018020
Firm CRD# 311415
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Gale Cowan offer?
Charles Gale Cowan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE PLACID, New York for a consultation.
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, working with LONG RUN WEALTH ADVISORS, LLC. Their office serves clients in the LAKE PLACID metropolitan area and surrounding communities.
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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Other Advisors at LONG RUN WEALTH ADVISORS, LLC

Kevin Michael Brady
LAKE PLACID, NY
Lynn Marie Magnus
LAKE PLACID, NY

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