Tyson Spencer Long

Employer firm

Capita Financial Network, LLC CRD 290558

$2.32B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Fidelity Investments
  Salt Lake City, UT
• 07/2018 → Present
  Fidelity Personal And Workplace Advisors
  Boston, MA

Previous Registrations

• 2018-07-13 → 2021-09-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-06-16 → 2018-07-13
  Strategic Advisers Llc
  Salt Lake City, UT
  American Fork, UT
  Salt Lake City, UT
  Orem, UT
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2014-06-07
• S63 Uniform Securities Agent State Law Examination
  2011-09-03

Designations

• Certified Financial Planner