Andrew Long, financial advisor Framingham MA
89 score

Andrew Long

CRD Number: 6204808
Current Firm: Strategic Advisers, Inc.

Andrew Long (CRD# 6204808) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Framingham, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Merrimack, NH May 2013 - Current 3
Colgate University Biology Department Hamilton, NY Jan 2013 - May 2013 < 1
Colgate University Hamilton, NY Aug 2010 - May 2013 2
Colgate University Hamilton, NY Aug 2009 - May 2013 3
University Of Manchester Manchester, Aug 2011 - Dec 2011 < 1
Carrabba's Italian Grill Tyngsboro, MA Mar 2009 - Aug 2009 < 1
Nashua High School North Nashua, NH Aug 2005 - Aug 2009 4
Granite State Soccer Nashua, NH Feb 2003 - May 2009 6
The Big One Ice Cream Stand Nashua, NH Apr 2007 - Aug 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Andrew J. Long
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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