AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DH

Douglas J. Hedley

LONGWALL FAMILY OFFICE
WESTPORT, CT 06880
Some features on this profile are disabled
CRD#: 1258703
DH

Professional summary


Douglas John Hedley JR, who also goes by Douglas John Hedley II, Douglas John Hedley, Douglas John Hedley Jr, is a registered financial advisor currently at LONGWALL FAMILY OFFICE located in Westport, Connecticut.

Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Douglas has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 3, Series 7, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Douglas John Hedley Ii | Douglas John Hedley | Douglas John Hedley Jr

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Douglas John Hedley JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 5, 2023 - Present

LONGWALL FAMILY OFFICE

Office #1: 8 Wright St Suite 107, Westport, CT 06880
RIA
CRD#: 324336
WESTPORT, CT
Past

August 6, 2015 - April 25, 2023

PRAXIA FINANCIAL SERVICES, LLC

RIA
CRD#: 175415
NEW CANNAN, CT
Past

June 27, 2012 - April 3, 2015

DOMINARI SECURITIES LLC

RIA
CRD#: 18975
GREENWICH, CT
Past

June 22, 2012 - April 3, 2015

DOMINARI SECURITIES LLC

BD
CRD#: 18975
GREENWICH, CT
Past

June 11, 2007 - April 1, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

February 5, 2004 - June 11, 2007

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
WESTPORT, CT
Past

December 16, 2003 - June 11, 2007

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WESTPORT, CT
Past

July 31, 1993 - December 18, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 9, 1991 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

June 21, 1990 - December 3, 1990

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

January 15, 1990 - June 6, 1990

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN
Past

November 20, 1989 - January 23, 1990

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL
Past

November 19, 1989 - December 6, 1989

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

May 15, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403
Past

June 7, 1988 - June 12, 1989

CENTENNIAL FINANCIAL SERVICES, INC.

BD
CRD#: 15819
Past

July 5, 1984 - September 22, 1987

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LF
LONGWALL FAMILY OFFICE
DKRA HOLDINGS, LLC | LONGWALL INVESTMENT PARTNERS, LLC | LONGWALL INVESTMENT PARTNERS | LONGWALL FAMILY OFFICE

CRD#: 324336 / SEC#: 801-127421

RIA
Registered Investment Advisory firm - (7/12/2023 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Connecticut
(4/5/2023)
IAR
Illinois
(6/7/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/6/2013
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/9/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


LF
LONGWALL FAMILY OFFICE
DKRA HOLDINGS, LLC | LONGWALL INVESTMENT PARTNERS, LLC | LONGWALL INVESTMENT PARTNERS | LONGWALL FAMILY OFFICE

CRD#: 324336 / SEC#: 801-127421

RIA
Registered Investment Advisory firm - (7/12/2023 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
8 Wright St Suite 107, Westport, CT 06880
Mailing Address
Phone number
(203) 209-2785
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LIP DISCLOSURE BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management


Total Number of Accounts110
AUM (Assets Under Management)$ 326,098,591

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LONGWALL FAMILY OFFICE

CRD#: 324336Westport, CT 06880

TRUST BUT VERIFY

Monitor Douglas Hedley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Philip David Meese
Philip MeeseAdvisorCheck Check Mark
AE WEALTH MANAGEMENT, LLC
IAR
Darien, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics