Bryan Patrick Long

Employer firm

Great Lakes Advisors, LLC CRD 110757

$16.2B regulatory AUM 16 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2015 → 04/2017
  Pwc
  Chicago, IL
• 04/2017 → 07/2018
  Sanford C. Bernstein & Co., Llc.
  Chicago, IL
• 10/2018 → 05/2019
  Great Lakes Advisors Llc
  Chicago, IL
• 05/2019 → Present
  Great Lakes Advisors Llc
  Chicago, IL

Previous Registrations

• 2020-02-28 → 2025-01-28
  Wintrust Investments Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-28
• S63 Uniform Securities Agent State Law Examination
  2017-10-07