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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

210 South Main St, Greenville, SC 29601-2832 • United States

Greenville, SC • 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
OrganizationCityStateFromTo
Toojays Restaurant Boca Raton FL 07/2018 09/2018
Primerica Tallahassee FL 07/2017 12/2017
Fidelity Investments Greenville SC 04/2024 Present
Axa Advisors, Llc Boca Raton FL 09/2018 06/2020
Charles Schwab & Co., Inc. Plantation FL 11/2022 03/2024
Axa Advisors Llc Boca Raton FL 05/2016 04/2017
Charles Schwab Bank Plantation FL 11/2022 03/2024
Northwestern Mutual Tallahassee FL 05/2017 05/2017
Equitable Advisors, Llc Fort Myers FL 10/2018 12/2022
Florida State University Tallahassee FL 08/2014 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 09/2018
    Toojays Restaurant
    Boca Raton, FL
  • 07/2017 → 12/2017
    Primerica
    Tallahassee, FL
  • 04/2024 → Present
    Fidelity Investments
    Greenville, SC
  • 09/2018 → 06/2020
    Axa Advisors, Llc
    Boca Raton, FL
  • 11/2022 → 03/2024
    Plantation, FL
  • 05/2016 → 04/2017
    Axa Advisors Llc
    Boca Raton, FL
  • 11/2022 → 03/2024
    Charles Schwab Bank
    Plantation, FL
  • 05/2017 → 05/2017
    Northwestern Mutual
    Tallahassee, FL
  • 10/2018 → 12/2022
    Fort Myers, FL
  • 08/2014 → 08/2018
    Florida State University
    Tallahassee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, SC
  • 2023-01-12 → 2024-03-25
    Plantation, FL
  • 2019-04-18 → 2022-12-01
    Boca Raton, FL
    Boca Raton, FL
    Boca Raton, FL
    Fort Myers, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-11
  • S66 Uniform Combined State Law Examination
    2019-04-11
Designations
Other Names
  • Scott Long
  • Scott Christopher Long
  • Scott C Long

View on SEC IAPD

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