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Robert Christopher Long

Investment adviser representative at Mwa Financial Services, Inc.
12 yearsExperience
4 statesRegistered in
$640MFirm assets
10 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.

Percentage of assetsHourlyFixed 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.

  1. Mwa Financial Services, Inc.Mar 2026 to now
  2. Modern Woodmen of AmericaDec 2025 to now
  3. UnemployedJun 2025 to Nov 2025
  4. Campbell University Men's BasketballJun 2019 to Jun 2025
  5. Elon University Men's BasketballJun 2014 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 4 states (GA, NC, NJ, WV).

Mwa Financial Services, Inc.

$640MAssets managed
2,012Clients
213Advisers
10 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
8232580
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
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