Edward Long (CRD# 2533062) is an Investment Advisor Representative working at Avity Investment Management Inc. in Greenwich, CT and has over 29 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gillespie, Robinson & Grimm, Inc. | Greenwich, CT | Dec 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- CT
- TX
-
Total Assets Under Management1,674MILLIONS
-
Total Number of Accounts763ACCOUNTS
-
Average Account Value$2,194,404
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, FL, GA, LA, MA, NY, OR, SC, TX
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