Matthew Long, financial advisor Woodmere Village OH
81 score

Matthew Long

CRD Number: 5335643
Current Firm: Strategic Advisers, Inc.

Matthew Long (CRD# 5335643) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Woodmere Village, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Woodmere Village, OH Jan 2011 - Current 5
Key Investment Services LLC Canton, OH Sep 2009 - Dec 2010 1
Keybank Stow, OH Sep 2009 - Dec 2010 1
Fifth Third Securities Twinsburg, OH Dec 2008 - Aug 2009 < 1
Fifth Third Twinsburg, OH Oct 2008 - Aug 2009 < 1
Merrill Lynch Hudson, OH Dec 2007 - Oct 2008 < 1
Unemployed Windham, OH Sep 2007 - Dec 2007 < 1
Edward Jones St Louis, MO May 2007 - Sep 2007 < 1
Edward D. Jones Port St. Lucie, FL Apr 2007 - Sep 2007 < 1
Michelin North America Mogadore, OH May 2004 - May 2007 3
Hiram College Hiram, OH Aug 2003 - May 2007 3
Student Windham, OH Jan 1997 - May 2007 10
Michelin Mogadore, OH May 2004 - Apr 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2007
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Matthew S. Long
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • OH
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
81

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