Scott Charles Long
Investment adviser representative at Charles Schwab & Co., Inc.
19 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
19 years in the industry.
- Charles Schwab & Co., Inc.Jul 2025 to now
- Charles Schwab BankJul 2025 to now
- Sylvest Advisors, LLCNov 2023 to Jul 2025
- Fidelity InvestmentsApr 2023 to Nov 2023
- Lawson ProductsJul 2007 to Apr 2023
- Partsmaster a Div. of Nch CorporationJul 2007 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IL).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7726283
- Firm CRD
- 5393