Matthew Long, financial advisor Pepper Pike OH
81 score

Matthew Long

CRD Number: 5335643
Current Firm: Ubs Financial Services Inc.

Matthew Long (CRD# 5335643) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Pepper Pike, OH and has over 10 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Pepper Pike OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Score
106
Similar Advisors
Jeffrey Bogart, financial advisor Pepper Pike OH
Jeffrey A. Bogart
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Score
103
Similar Advisors
Stephen Eppich, financial advisor Pepper Pike OH
Stephen A. Eppich
CRD# 1454349
Liberty Partners Capital Management, LLC
Score
103
Company Name Location Dates Years
Ubs Financial Services Inc. Canton, OH Jan 2018 - Current < 1
Fidelity Investments Woodmere Village, OH Jan 2011 - Jan 2018 7
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
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: 201-352-3000
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    391,710
    MILLIONS
  • Total Number of Accounts
    885,967
    ACCOUNTS
  • Average Account Value
    $442,127
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Matthew Long and other advisors.
BADGES
81

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.