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George Longo

Piper Sandler & Co.

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About George Longo

George Longo is a financial advisor with Piper Sandler & Co. in Denver, CO. George has been in the financial industry since 1999 and has worked with UBS Financial Services Inc. in Weehawken, NJ and Raymond James & Associates, Inc. in Philadelphia, PA. George holds the following licenses: Series 52, Series 53, Series 63, and SIE. George is registered to sell securities in Colorado and Pennsylvania.

Firm Information

George Longo is currently registered with Piper Sandler & Co.. Piper Sandler & Co. is a corporation headquartered in Minneapolis, Minnesota, that was formed on July 28, 1969. The firm provides analytical reports and public finance consulting program services, and manages portfolios for businesses. The firm has a total of 1,359 registered representatives and 24 investment adviser representatives, and manages approximately $1 billion to $10 billion in assets.
Piper Sandler & Co.

800 NICOLLET MALL

MINNEAPOLIS, MN 55402-7020

$1.58B

Assets Under Management

21

Total Clients

809

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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analytical reports/public finance consulting program

Analytical reports/public finance consulting program

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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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George Longo’s Registration & Firm History

CO

08/04/2016 - Present

Piper Sandler & Co. (DENVER CO)

PA

09/03/2008 - 08/12/2016

RAYMOND JAMES & ASSOCIATES, INC. (Philadelphia PA)

PA

01/16/2006 - 07/02/2008

UBS SECURITIES LLC (PHILADELPHIA PA)

NJ

10/19/2005 - 01/16/2006

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

NJ

11/23/1994 - 06/22/1999

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

11/11/1992 - 12/14/1994

KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/28/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/24/2014

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/18/2005

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

New York Stock Exchange

Disclosures

There are no public disclosures for George Longo.
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