BL
BL

Brian Gregory Long

12 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
150 advisors
Number of Clients
7,580 clients
Average Client Portfolio
$578K average
Assets Under Management
$4.4B

Fee Structure

Minimum Investment:$50K
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Location

220 W Plum Street, Suite 325, Edinboro, PA, 16412

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian acts in a fiduciary capacity, such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

Employment History
Current Registrations
Stifel Independent Advisors, LLCBroker
April 2022 - Present · 3 yrs 10 mos
Stifel Independent Advisors, LLC
April 2022 - Present · 3 yrs 10 mos
Previous Registrations
Ameriprise Financial Services, LLC
October 2017 - April 2022 · 4 yrs 6 mos
Ameriprise Financial Services, LLCBroker
October 2017 - April 2022 · 4 yrs 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
January 2017 - October 2017 · 9 mos
Wells Fargo Advisors Financial Network, LLC
January 2017 - October 2017 · 9 mos
Janney Montgomery Scott LLC
September 2013 - January 2017 · 3 yrs 4 mos
Janney Montgomery Scott LLCBroker
August 2013 - January 2017 · 3 yrs 5 mos
State Registrations36 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.