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Thomas Robert Longo

Forum Financial Management, LP

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About Thomas Robert Longo

Thomas Longo is an investment advisor representative at Forum Financial Management, LP. Thomas has been in the industry for over 20 years, with previous experience at Genworth Financial Securities Corporation and Hochman & Baker Securities, Inc. Thomas is registered in Illinois as an Investment Advisor Representative and holds Series 6, Series 63 and Series 65 licenses. Thomas specializes in providing financial planning, pension consulting, portfolio management for businesses and individuals. Thomas is also associated with Systems Accounting Services, Inc. and Longo Farm LLC.

Firm Information

Thomas Longo is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

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

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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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Thomas Longo’s Registration & Firm History

IL

04/29/2013 - Present

Forum Financial Management, LP (LOMBARD IL)

IL

10/05/2004 - 11/25/2011

GENWORTH FINANCIAL SECURITIES CORPORATION (LAGRANGE IL)

CT

09/14/2000 - 07/16/2001

HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)

NA

03/01/1990 - 04/19/1994

HOCHMAN & BAKER SECURITIES, INC.

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Licenses & Designations

IA

Issued 12/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/04/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas Robert Longo.
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