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
Michael H Longley
Feed of 09/14/2026
Also filed as Michael H Longey
At current firm
8 y
since Sep 25, 2017
In the industry
17 y
since Jan 20, 2009 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sanctuary Advisors, LLC BD affiliated currentsince Sep 25, 2017 · Indianapolis, In
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseDec 20, 2010 to Sep 22, 2017 · Pennington, Nj
- Credit Suisse Securities (USA) LLC formerMar 29, 2010 to Nov 5, 2010 · New York, Ny
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseJan 22, 2009 to Mar 30, 2010 · Pennington, Nj
Moves
a registration end followed by a registration begin elsewhere
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Sanctuary Advisors, LLCleft Sep 22, 2017, registered Sep 25, 2017 (3 days) · Other
- Credit Suisse Securities (USA) LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Nov 5, 2010, registered Dec 20, 2010 (45 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Credit Suisse Securities (USA) LLCleft Mar 30, 2010, registered Mar 29, 2010 (-1 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address