Alec Long (CRD# 7049053) is an Investment Advisor Representative working at Long Advisors LLC in Middlesex, VT and has over 5 years of experience in the finance industry.
Company Name | Location | Dates | Years |
---|---|---|---|
Long Advisors LLC | Middlesex, VT | Jul 2022 - Current | 1 |
Chill Vermont Gelato LLC | Middlesex, VT | Jan 2022 - Current | 2 |
Tufts University | Medford, MA | Jan 2020 - Oct 2021 | 1 |
Mfs Investment Management | Boston, MA | Nov 2018 - Jan 2020 | 1 |
Haley & Steele / Guido Frames | Boston, MA | Oct 2017 - Nov 2018 | 1 |
Boston University | Boston, MA | Jan 2015 - Oct 2017 | 2 |
Concordia University | Montreal, | Sep 2013 - Jan 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2019 |
S65 | NASAA Investment Advisors Law Examination | Oct 2021 |
- VT
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$56,481
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
VT
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