Robert E. Long

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CRD#: 312307

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.

Robert Eugene Long, CFA, who also goes by Robert Eugne Long, was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 1980. Robert had worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

Robert Eugne 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.

DIRECTOR-AMBASE INC; DIRECTOR-CSC SCIENTIFIC INC; DIRECTOR-GLOBAL TRAVEL INC; DIRECTOR-AMERICAN HEAVY LIFT SHIPPING CO INC; DIRECTOR- QC LEASING CO INC; CHAIRMAN-POTOMAC ADVISORS INC; CHAIRMAN- ARCHITECTURAL TRIM PRODUCTS INC; BOARD OF VISITORS-AMERICAN UNIVERSITY SCHOOL OF BUSINESS.

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®

CFA

Chartered Financial Analyst

Experience

Past

June 19, 2012 - November 22, 2024

WESTBOURNE INVESTMENTS, INC.

RIA

CRD#: 37499

ALEXANDRIA, VA

Past

September 22, 2010 - June 14, 2012

ARIBA ASSET MANAGEMENT INC

RIA

CRD#: 109636

ARLINGTON, VA

Past

May 3, 2006 - December 31, 2008

ARIBA GLB ASSET MANAGEMENT, INC.

RIA

CRD#: 110086

ARLINGTON, VA

Past

February 8, 1980 - October 28, 1983

FERRIS, BAKER WATTS, LLC

CRD#: 285

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".

WESTBOURNE INVESTMENTS, INC.

ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.

CRD#: 37499 / SEC#: 801-36800, 8-47779

RIA

Registered Investment Advisory firm - SEC (6/6/1990 Approved)

Terminated by SEC on 02/20/2010

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

IAR

Series 65

Date: 5/2/2006

Uniform Investment Adviser Law Examination

Current Firm

WESTBOURNE INVESTMENTS, INC.

ARIBA ASSET MANAGEMENT | WESTBOURNE INVESTMENTS, INC.

CRD#: 37499 / SEC#: 801-36800, 8-47779

RIA

Registered Investment Advisory firm - SEC (6/6/1990 Approved)

Terminated by SEC on 02/20/2010

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Contact information

Main Address

2121 Eisenhower Avenue Suite 605, Alexandria, VA 22314

Mailing Address

Phone number

(703) 294-6880

Established

Virginia since 03/12/1990

Firm type

Corporation

Fiscal year end

December

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WESTBOURNE INVESTMENTS INC 2025 AMEND ADV PART 2A (4/24/2025)

Direct owners and executive officers

Name	Position	CRD#
WESTBOURNE ASSOCIATES, INC.	CORPORATION
GOODWYN, WILFRED LACY	CHAIRMAN & CEO & CHIEF COMPLIANCE OFFICER	225538

Regulatory assets under management

Total Number of Accounts	445
AUM (Assets Under Management)	$ 221,087,393

Disclosures

Regulatory Event

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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Robert E. Long

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

WESTBOURNE INVESTMENTS, INC.

ARIBA ASSET MANAGEMENT INC

ARIBA GLB ASSET MANAGEMENT, INC.

FERRIS, BAKER WATTS, LLC

Primary Firm SEC Registration

WESTBOURNE INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/2/2006

Current Firm

WESTBOURNE INVESTMENTS, INC.

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

WESTBOURNE INVESTMENTS, INC.

TRUST BUT VERIFY

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