Robert Douglas Long

Employer firm

Westbourne Investments, Inc. CRD 37499

$276M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 10/2013 → Present
  Garmark Partners
  Vero Beach, FL
• 09/2024 → Present
  Westbourne Investments, Inc.
  Vero Beach, FL

Previous Registrations

• 2024-10-30 → 2025-12-31
  Westbourne Investments, Inc.
  Alexandria, VA
  Vero Beach, FL

Other Businesses

GarMark Partners; Investment-Related; Stamford, CT; Private Debt investment fund; Managing Partner; 10/1/2013; 40 hrs/mo; 40 hrs/mo during securities trading hours; Duties are investment committee member, fund is reaching the end of its investment period in 8 months.

Designations

• Chartered Financial Analyst