Robert E. Long
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
AURORA, IL
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CRD#: 2198494
Professional summary
Robert E. Long JR., CPWA®, who also goes by Robert Emmet Long Jr, Robert Emmet Long Jr., Robert Emmet Long, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Aurora, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Oak Brook, Illinois.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Robert has worked at 12 firms and has passed the Series 63, Series 65, Series 66, SIE and Series 7 exams.
Biography
Wealth can create complexity. Our team has been thoughtfully structured to help families manage those complexities. We provide a comprehensive approach to wealth planning, designed to help our clients build, preserve and transfer wealth across generations. We use a systematic approach to help our clients define their goals, develop strategies for working towards them, assist implementing those strategies and help manage change as objectives evolve over time.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert Emmet Long Jr | Robert Emmet Long Jr. | Robert Emmet Long
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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert E. Long JR.'s 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®
Education
University of Illinois
Bachelor of Arts (BA) - Economics
1987
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1415 W 22nd St Oak Brook Reg Twr Stes 100 & 90, Oak Brook, IL 60523-8416RIA
CRD#: 104555
AURORA, IL
Current
November 16, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: Oak Brook Reg Twr 1415 W 22nd St Stes 100 & 900, Oak Brook, IL 60523BD
CRD#: 7784
Oak Brook, IL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OAK BROOK, IL
Past
December 5, 2012 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
OAK BROOK, IL
Past
September 9, 2011 - May 15, 2012
J.P. MORGAN SECURITIES LLC
RIA
CRD#: 79
NAPERVILLE, IL
Past
September 9, 2011 - October 22, 2012
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NAPERVILLE, IL
Past
October 26, 2007 - January 21, 2011
CALAMOS WEALTH MANAGEMENT LLC
RIA
CRD#: 143490
NAPERVILLE, IL
Past
February 2, 2005 - October 17, 2007
CALAMOS ADVISORS LLC
RIA
CRD#: 105758
NAPERVILLE, IL
Past
February 2, 2005 - January 21, 2011
CALAMOS FINANCIAL SERVICES LLC
BD
CRD#: 19850
NAPERVILLE, IL
Past
January 31, 2005 - February 16, 2005
AT INVESTOR SERVICES, INC.
BD
CRD#: 47837
NEW YORK, NY
Past
March 31, 2003 - February 16, 2005
CIBC PRIVATE WEALTH ADVISORS, INC.
RIA
CRD#: 109644
CHICAGO, IL
Past
September 29, 2000 - December 31, 2000
BOFA DISTRIBUTORS, INC.
BD
CRD#: 30683
BOSTON, MA
Past
March 12, 1997 - June 17, 1998
WILLIAM BLAIR
BD
CRD#: 1252
CHICAGO, IL
Past
February 20, 1992 - January 23, 1995
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
BD
CRD#: 18353
NEWARK, NJ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/17/2020)
RR
Alaska(11/17/2020)
RR
Arizona(11/17/2020)
RR
Arkansas(11/17/2020)
RR
California(9/12/2013)
RR
Colorado(9/12/2013)
RR
Connecticut(11/17/2020)
RR
Delaware(11/17/2020)
RR
District of Columbia(1/2/2015)
RR
Florida(9/12/2013)
RR
Georgia(1/2/2015)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(11/16/2012)
IAR
Illinois(3/31/2025)
RR
Indiana(9/12/2013)
RR
Iowa(9/12/2013)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(11/17/2020)
RR
Maryland(11/17/2020)
RR
Massachusetts(11/17/2020)
RR
Michigan(11/17/2020)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(1/2/2015)
RR
New Hampshire(11/17/2020)
RR
New Jersey(1/2/2015)
RR
New Mexico(11/17/2020)
RR
New York(1/2/2015)
RR
North Carolina(11/17/2020)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(11/17/2020)
RR
Pennsylvania(11/17/2020)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(11/17/2020)
RR
Texas(11/16/2012)
IAR
Texas(3/31/2025)
RR
Utah(1/2/2015)
RR
Vermont(11/17/2020)
RR
Virginia(11/17/2020)
RR
Washington(11/17/2020)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Aurora, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
