David Long

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Parker, CO • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Oppenheimerfunds Dist, Inc.	Centennial	CO	07/2009	05/2019
Invesco	Centennial	CO	05/2019	06/2019
Fidelity Brokerage Services Llc	Colorado Springs	CO	07/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2009 → 05/2019

Oppenheimerfunds Dist, Inc.

Centennial, CO
05/2019 → 06/2019

Invesco

Centennial, CO
07/2019 → Present

Fidelity Brokerage Services Llc

Colorado Springs, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-08-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Colorado Springs, CO
2004-06-11 → 2005-12-19

Ofi Private Investments Inc

New York, NY
2001-08-23 → 2002-08-20

Waddell & Reed

Englewood, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-30

S66 Uniform Combined State Law Examination

2019-07-30

Other Names

David Alan Long
David Long

View on SEC IAPD

More in Parker, CO

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