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Edward Charles Long

Investment adviser representative at Avity Investment Management Inc.
21 yearsExperience
2 statesRegistered in
CFADesignation
$2BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Avity Investment Management Inc.Jan 2006 to now
  2. Gillespie, Robinson & Grimm, Inc.Dec 2005 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1994

State registrations

Registered as an investment adviser representative in 2 states (CT, TX).

Avity Investment Management Inc.

$2BAssets managed
303Clients
3Advisers
56 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2533062
Firm CRD
104623
Advisor's SEC record (opens in a new tab)
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