Matthew LongCRD 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.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Fidelity Investments||Woodmere Village, OH||Jan 2011 - Current||6|
|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|
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
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