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Gregory White Smith

Long Run Investment Management, LLC

Long Grove, IL

CRD 1380572

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Employer firm

Long Run Investment Management, LLC CRD 159343

$12.1M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Long Run Investment Management, Llc

Long Grove, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2011-11-17
  • IL RA
    APPROVED
    Since 2011-11-17

Branch Locations

Long Grove, IL • 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
Independent Consultant Long Grove IL 07/2009 Present
  • 07/2009 → Present
    Independent Consultant
    Long Grove, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1987-11-03
  • S63 Uniform Securities Agent State Law Examination
    1987-11-03
Designations
  • Certified Financial Planner

View on SEC IAPD

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