Stuart Long (CRD# 4867416) is an Investment Advisor Representative working at Baystate Wealth Management in Overland Park,, KS and has over 18 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Baystate Wealth Management | Boston, MA | Jul 2011 - Current | 12 |
| Mml Investors Services, LLC | Boston, MA | Mar 2017 - Nov 2021 | 4 |
| Metlife Securites Inc. | Boston, MA | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Waltham, MA | Mar 2010 - Jan 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- MA
-
Total Assets Under Management1,917MILLIONS
-
Total Number of Accounts4,733ACCOUNTS
-
Average Account Value$405,064
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CT, DC, FL, GA, IL, KS, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.