Scott Christopher Long
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
Are you Scott Christopher Long? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- Charles Schwab & Co., Inc.Nov 2022 to Mar 2024
- Charles Schwab BankNov 2022 to Mar 2024
- Equitable Advisors, LLCOct 2018 to Dec 2022
- AXA Advisors, LLCSep 2018 to Jun 2020
- Toojays RestaurantJul 2018 to Sep 2018
- PrimericaJul 2017 to Dec 2017
- Northwestern MutualMay 2017 to May 2017
- AXA Advisors LLCMay 2016 to Apr 2017
- Florida State UniversityAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 6650777
- Firm CRD
- 104555