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Long Advisors LLC CRD 322839
$2.55M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Middlesex, VT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-06-03 |
| VT | RA | APPROVED | 2022-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Investment Management | Boston | MA | 11/2018 | 01/2020 |
| Haley & Steele / Guido Frames | Boston | MA | 10/2017 | 11/2018 |
| Boston University | Boston | MA | 01/2015 | 10/2017 |
| Tufts University | Medford | MA | 01/2020 | 10/2021 |
| Chill Vermont Gelato Llc | Middlesex | VT | 01/2022 | 01/2024 |
| Long Advisors Llc | Middlesex | VT | 07/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-12 |
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