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Ana Celia Long

Wilmington Capital Securities, LLC

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About Ana Celia Long

Ana Celia Long is a securities professional with over 20 years of experience in the financial industry. Ana Celia has worked with Wilmington Capital Securities, LLC since 2008, and has held previous positions with Clark Dodge & Co., Inc., S.W. Bach & Company, Kirlin Securities Inc., and Northeast Securities, Inc. Ana Celia is registered in New York as a Broker-Dealer. Ana Celia is a Series 7, Series 63, Series 79TO and Series 99TO licensed professional. Ana Celia has a strong background in investment banking, operations, and securities. Ana Celia focuses on providing financial planning and portfolio management for individuals and corporations. Ana Celia holds a state license and is a registered representative with FINRA.

Firm Information

Ana Long is currently registered with Wilmington Capital Securities, LLC. Wilmington Capital Securities, LLC is a Limited Liability Company registered in New York in 2004. The firm provides financial planning and portfolio management for individuals and businesses. They also offer wrap fee programs. Wilmington Capital Securities, LLC is registered with the SEC and with 49 state regulators. They manage approximately $243 million in assets and serve a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Wilmington Capital Securities, LLC

600 OLD COUNTRY ROAD

GARDEN CITY, NY 11530

$243.01M

Assets Under Management

225

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ana Long’s Registration & Firm History

NY

01/23/2008 - Present

Wilmington Capital Securities, LLC (GARDEN CITY NY)

NY

02/28/2007 - 03/11/2008

CLARK DODGE & CO., INC. (GARDEN CITY NY)

NY

11/16/2005 - 03/01/2007

S.W. BACH & COMPANY (PORT WASHINGTON NY)

NY

11/11/2003 - 12/05/2005

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

01/16/2001 - 11/11/2003

NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)

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Licenses & Designations

BC

Issued 02/12/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/15/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ana Celia Long.
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