Christopher Daniel Long
Investment adviser representative at Intentional Wealth Strategies
12 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$171.3MFirm 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
12 years in the industry.
- Intentional Wealth Strategies, LLCJul 2020 to now
- Raymond James Financial Services Advisors Inc.Oct 2017 to Sep 2023
- Raymond James Financial Services, Inc.Oct 2017 to Sep 2023
- Breglio, Long & Associates LLCOct 2017 to Sep 2020
- Ameriprise Financial Services, Inc.Mar 2014 to Oct 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Intentional Wealth Strategies
$171.3MAssets managed
161Clients
3Advisers
3 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
- 5162120
- Firm CRD
- 327743