Leah M. Long

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CRD#: 1943184

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leah Marie Long was a registered financial professional .

Leah is a previously registered financial professional and started their career in finance in 1989. Leah had worked at 6 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

Furniture Distributors, Inc. Part Equity Owner and Chair of the Investment Committee and a member of the Audit Committee. Start Date: 11/23/2010 Hours/Month: 1 Description: Non-public company for whom I serve as a member of the chair of the investment committee and member of the audit committee.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 7, 2006 - April 2, 2024

WEDGE CAPITAL MANAGEMENT LLP

RIA

CRD#: 106234

CHARLOTTE, NC

Past

January 31, 2003 - September 18, 2003

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

CRD#: 40596

HARTFORD, CT

Past

January 26, 2000 - August 12, 2002

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

CRD#: 487

CHARLOTTE, NC

Past

May 30, 1995 - January 28, 1999

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

August 19, 1992 - June 7, 1993

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

August 22, 1989 - August 15, 1990

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

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".

WEDGE CAPITAL MANAGEMENT LLP

CRD#: 106234 / SEC#: 801-29479

RIA

Registered Investment Advisory firm - (3/31/1987 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/20/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/19/1989

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/14/2003

General Securities Principal Examination

Current Firm

WEDGE CAPITAL MANAGEMENT LLP

CRD#: 106234 / SEC#: 801-29479

RIA

Registered Investment Advisory firm - (3/31/1987 Approved)

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Contact information

Main Address

301 South College Street #3800, Charlotte, NC 28202-6002

Mailing Address

Phone number

(704) 334-6475

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEDGE CAPITAL MANAGMENT L.L.P. FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	227
AUM (Assets Under Management)	$ 7,652,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Leah M. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC.

GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.

FIRST UNION BROKERAGE SERVICES, INC.

MORGAN STANLEY DW INC.

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

WEDGE CAPITAL MANAGEMENT LLP

State Registrations and Notice Filings

Exams

Series 63

Date: 9/20/1989

Series 7

Date: 8/19/1989

Series 24

Date: 7/14/2003

Current Firm

WEDGE CAPITAL MANAGEMENT LLP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEDGE CAPITAL MANAGEMENT LLP

TRUST BUT VERIFY

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