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RIA / WealthAdvisorChartered Financial Analyst31 years in industry

RICHARD ERIC LONG

Advisor at CERITY PARTNERS LLC

SAN FRANCISCO, CA | CA, CA | NEW YORK, NY

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Search this name across graphsid dfx:ria:6b6069ba-90b1-90bf-70c7-64cbf84632fb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 6, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 7, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S66|S63
First exam: Nov 7, 1994
First registration: Sep 6, 2001
Dual registered: no
IAPD individual key: 2530961

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS	Institutional manager	Apr 5, 2022	n/a	yes	CA, CA\|NEW YORK, NY	Current employment
CERITY PARTNERS LLC	Independent wealth	Nov 3, 2021	n/a	yes	SAN FRANCISCO, CA\|NEW YORK, NY	Current employment
B\|O\|S	Former SEC adviser	Sep 1, 2017	Nov 1, 2021	no	San Francisco, CA	Previous registration
ROBERTSON STEPHENS ADVISORS	Former SEC adviser	Sep 15, 2016	Feb 16, 2017	no	SAN FRANCISCO, CA	Previous registration
ZIONS CAPITAL ADVISORS, INC.	Institutional manager	Dec 6, 2005	Jul 5, 2016	no	SAN FRANCISCO, CA\|SALT LAKE CITY, UT	Previous registration
ROBERTSON STEPHENS, INC.	n/a	Sep 6, 2001	Aug 14, 2002	no	SAN FRANCISCO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B\|O\|S	CERITY PARTNERS LLC	Nov 1, 2021	Nov 3, 2021	2	Firm change	RIA to RIA
ROBERTSON STEPHENS ADVISORS	B\|O\|S	Feb 16, 2017	Sep 1, 2017	197	Firm change	Other
ZIONS CAPITAL ADVISORS, INC.	ROBERTSON STEPHENS ADVISORS	Jul 5, 2016	Sep 15, 2016	72	Firm change	Other
ROBERTSON STEPHENS, INC.	ZIONS CAPITAL ADVISORS, INC.	Aug 14, 2002	Dec 6, 2005	1,210	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110496:151559:CA:2021-11-01	Nov 1, 2021	Nov 3, 2021	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (6)

→ CERITY PARTNERS RETIREMENT PLAN CONSULTANTSRegistered adviserregistration: current employment
Apr 5, 2022 to presentfactForm ADV
→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Nov 3, 2021 to presentfactForm ADV
→ B|O|SRegistered adviserregistration: previous registration
Sep 1, 2017 to Nov 1, 2021factForm ADV
→ ROBERTSON STEPHENS ADVISORSRegistered adviserregistration: previous registration
Sep 15, 2016 to Feb 16, 2017factForm ADV
→ ZIONS CAPITAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 6, 2005 to Jul 5, 2016factForm ADV
→ ROBERTSON STEPHENS, INC.Registered adviserregistration: previous registration
Sep 6, 2001 to Aug 14, 2002factForm ADV

Dated events

No dated event names this entity yet.