DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Richard Eric Long
Chartered Financial Analyst
Feed of 09/15/2026
At current firm
4 y
since Nov 3, 2021
In the industry
31 y
since Nov 7, 1994 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
2
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Cerity Partners Retirement Plan Consultants institutional currentsince Apr 5, 2022 · Ca, Ca
- Cerity Partners LLC independent RIA currentsince Nov 3, 2021 · San Francisco, Ca
- B|O|S formerSep 1, 2017 to Nov 1, 2021 · San Francisco, Ca
- Robertson Stephens Advisors formerSep 15, 2016 to Feb 16, 2017 · San Francisco, Ca
- Zions Capital Advisors, Inc. institutionalDec 6, 2005 to Jul 5, 2016 · San Francisco, Ca
- Robertson Stephens, Inc. unclassifiedSep 6, 2001 to Aug 14, 2002 · San Francisco, Ca
Moves
a registration end followed by a registration begin elsewhere
- B|O|S to Cerity Partners LLCleft Nov 1, 2021, registered Nov 3, 2021 (2 days) · RIA to RIA · moved with a team
- Robertson Stephens Advisors to B|O|Sleft Feb 16, 2017, registered Sep 1, 2017 (197 days) · Other
- Zions Capital Advisors, Inc. to Robertson Stephens Advisorsleft Jul 5, 2016, registered Sep 15, 2016 (72 days) · Other
- Robertson Stephens, Inc. to Zions Capital Advisors, Inc.left Aug 14, 2002, registered Dec 6, 2005 (1210 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address