Morgan Stanley
46yrs
Top advisor by experience in Long Beach
32yrs
John Cartwright has worked in the financial industry for 32 years and is a financial advisor based in Long Beach, California. After a year at Cetera Investment Advisers and 26 years at Cetera Wealth Services, John joined CLG in 2017, a firm offering financial planning, investment management, and retirement plan consulting. CLG reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience in California
Office4821 E 2nd Street, Long Beach, CA 90803
FirmCLG
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$767,924
Advisors at the firm23
States licensed ?1 state
Services through CLG
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jun 2023 – Dec 2023Cetera Investment Advisers LLCPreviously
- 2017 – nowCLG LLCCurrent firm
- 1997 – 2023Cetera Wealth Services, LLCPreviously
Contact John
(310) 329-5150CLG main office 4821 E 2nd StreetLong Beach, CA 90803Office · Get directions LinkedIn pageCLG
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call CLG at (310) 329-5150 and ask for John Cartwright. John works from the Long Beach, CA office.
How long has John been a financial advisor?
John has been in the industry since 1994, about 32 years. Top 13% by experience in California.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
CLG reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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