Steven Longa
Emissary Wealth · Hackensack, New Jersey
Steven Longa is a fee-only financial advisor at Emissary Wealth in Hackensack, New Jersey. Steven charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed) and focuses on small business owners, real estate investors and retirement planning.
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Specialties
Who they serve
- Retirees
- Real estate investors
- Early-career professionals
Facts
| Firm | Emissary Wealth |
|---|---|
| Based in | Hackensack, New Jersey |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $185.1M across 942 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 7669972 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | emissarywealth.com |
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Questions about Steven
Is Steven Longa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Emissary Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets and an ongoing planning fee.
How much does Steven charge?
According to Emissary Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.
Where is Steven Longa based?
Steven Longa is based in Hackensack, New Jersey.
What does Steven specialize in?
Steven's specialties include small business owners, real estate investors, retirement planning and equity compensation. Steven works with retirees, real estate investors and early-career professionals.
Is Steven Longa registered with the SEC?
Yes. Steven Longa is registered as an investment adviser representative in NJ (CRD 7669972), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Emissary Wealth manage?
Emissary Wealth reports $185.1M across 942 accounts in assets under management.
How do I contact Steven Longa?
Through Steven's website, emissarywealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Emissary Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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