Ian 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
KY	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

161 Lexington Green Circle Suite 195, Lexington, KY 40503-3795 • United States

Lexington, KY • 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
Fidelity Investments	Covington	KY	06/2021	Present
Keybank	Cincinnati	OH	10/2020	05/2021
Fidelity Investments	Covington	KY	01/2019	09/2020
Gnc	Cincinnati	OH	08/2016	10/2019
Coney Island	Cincinnati	OH	05/2014	10/2017
University Of Cincinnati, Carl H. Linder College Of Business	Cincinnati	OH	01/2017	06/2021
Fidelity Investments	Boston	MA	03/2025	Present

06/2021 → Present

Fidelity Investments

Covington, KY
10/2020 → 05/2021

Keybank

Cincinnati, OH
01/2019 → 09/2020

Fidelity Investments

Covington, KY
08/2016 → 10/2019

Gnc

Cincinnati, OH
05/2014 → 10/2017

Coney Island

Cincinnati, OH
01/2017 → 06/2021

University Of Cincinnati, Carl H. Linder College Of Business

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-09-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Broomfield, CO

Indianapolis, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-09-09
S63	Uniform Securities Agent State Law Examination	2021-08-17

S66 Uniform Combined State Law Examination

2022-09-09
S63 Uniform Securities Agent State Law Examination

2021-08-17

View on SEC IAPD

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