Scarlett Rebecca Long
Investment adviser representative at Parkway Wealth Management Group, LLC
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Parkway Wealth Management Group, LLCApr 2025 to now
- Cabot Lodge Securities, LLCApr 2025 to Jun 2025
- Parkway Wealth Management GroupOct 2017 to Mar 2025
- Smith & Partners Financial Services LLCJul 2013 to Oct 2017
- Raymond James Financial Services Advisors, IncJan 2009 to Mar 2025
- Southwest Research InstituteJan 2008 to Dec 2019
- Raymond James Financial ServicesNov 2007 to Mar 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Parkway Wealth Management Group, LLC
$1.2BAssets managed
1,342Clients
18Advisers
1 yearIn 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
- 4938681
- Firm CRD
- 333971