Gregory Michael Long
Professional Summary
Gregory Michael Long, who also goes by Gregory M Long, is a registered financial advisor currently at CHARLES RIVER BROKERAGE, LLC located in Burlington, Massachusetts. Gregory is registered as a RR (Registered Representative) and started their career in finance in 2016. Gregory has worked at 1 firm and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory M Long
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Years of Experience
10 years in the financial services industry
Current & Past Employments
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Current Firm
CHARLES RIVER BROKERAGE, LLC
Contact Information
Main Address
700 District Ave 4th Floor, Burlington, MA 01803Mailing Address
700 District Ave 4th Floor, Burlington, MA 01803Phone Number
(617) 664-3619Established
Massachusetts since 03/25/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (18 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(5/5/2025)
(5/5/2025)
(5/3/2023)
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(9/4/2018)
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(7/7/2016)
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(2/18/2021)
(5/5/2025)
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(5/6/2025)
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(5/5/2025)
(11/17/2016)
(5/5/2025)
(5/5/2025)
(5/5/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Gregory Michael Long's CRS (Customer Relationship Summary).
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