Justin LongCRD Number: 5460617
Current Firm: Strategic Advisers, Inc.
Justin Long (CRD# 5460617) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Henderson, NV and has over 9 years of experience in the finance industry.
Kingsbridge Wealth Management, Inc.
Hornor, Townsend & Kent, Inc.
Cathay Consultants Ltd.
|Fidelity Investments||Henderson, NV||May 2011 - Current||6|
|New England Securities||Waltham, MA||Nov 2007 - Jun 2011||3|
|Evofi One||Henderson, NV||Oct 2007 - Mar 2008||< 1|
|Evofi One||Henderson, NV||Mar 2007 - Sep 2007||< 1|
|Amg||Tampa, FL||Sep 2006 - Mar 2007||< 1|
|Aapex Mortgage||Brandon, FL||Aug 2001 - Sep 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S65||NASAA Investment Advisors Law Examination||Jun 2010|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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