Caitlin Ulmer-Long – Registered Investment Adviser

CAITLIN ULMER-LONG - Registered Investment Adviser

Investment Advisory

Your Goals, Our Expertise

Services

Navigate Rapid Markets with Caitlin's Expertise

Caitlin Lindsey Ulmer-Long is a licensed financial advisor based in Philadelphia, PA, with 11 years of industry experience. She is currently affiliated with Janney Montgomery Scott LLC, where she has been registered since March 14, 2014. Prior to this, she held roles at one other firm. Caitlin is both a registered broker and an investment adviser, holding active licenses in the state of Pennsylvania. She is authorized through FINRA, and is registered with the Nasdaq Stock Market and the New York Stock Exchange.

Check Broker

Financial Planning Services & Wealth Coach

Providing tailored financial planning and wealth coaching to achieve and sustain your financial goals.

Reports Analysis

Personalized portfolio management to optimize your investments and achieve your financial objectives.

Pension Consulting Services

Expert pension consulting to ensure your retirement plans are effective and secure.

Portfolio Management for investment Companies

Strategic portfolio management tailored for investment companies to optimize returns and manage risk effectively.

CAITLIN ULMER-LONG - Award-Winning Licensed Advisor

Time to Make Your Finances Extraordinary

Letting losses run is the most serious mistake made by most investors.

With over 10 years of experience and having served more than 1,000 clients globally, Caitlin is a renowned licensed broker recognized in both Asia and Europe. She is dedicated to empowering individuals of all backgrounds with essential financial knowledge and tools to make informed decisions for their financial well-being.

Discover More

Choose Us

Why Choose Caitlin

Licensed Broker

24/7 Support

Award Winner

Friendly Expert

Award Winner And Licensed Broker

For Investors who Value Transparency

Over the years of working closely with clients, Caitlin Ulmer-Long noticed a concerning trend—many individuals were not sufficiently involved in their own financial planning. Caitlin is committed to empowering people of all ages and backgrounds with the tools to take charge of their financial well-being.

Forex CFDs

Cryptocurrency CFD

Share CFDs

Index CFDs

Treasury CFDs

Commodity CFDs

Contact

Reviews

Clients Testimonials

Working with Caitlin has been a game-changer for my financial journey. Their expertise in financial management, advisory, tax strategies, and pension planning has provided me with peace of mind and a clear path to achieving my financial goals. Caitlin Ulmer-Long truly understands the complexities of personal finance and delivers personalized solutions that fit my unique needs.