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GL

Gregory M. Long

CHARLES RIVER BROKERAGE
Burlington, MA 01803-5010
Some features on this profile are disabled
CRD#: 6579935
GL

Professional summary

Gregory Michael Long, who also goes by Gregory M Long, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gregory M 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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Gregory Michael Long'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®
None

Experience

Current

May 16, 2016 - Present

CHARLES RIVER BROKERAGE, LLC

Office #1: 700 District Ave 3rd Floor, Burlington, MA 01803-5010
BD
CRD#: 132267
Burlington, MA

State Registrations and Notice Filings

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

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
California
(5/5/2025)
RR
Colorado
(5/5/2025)
RR
Connecticut
(5/3/2023)
RR
Georgia
(5/5/2025)
RR
Illinois
(9/4/2018)
RR
Iowa
(5/5/2025)
RR
Massachusetts
(7/7/2016)
RR
Michigan
(5/5/2025)
RR
Minnesota
(2/18/2021)
RR
New Jersey
(5/5/2025)
RR
New York
(5/5/2025)
RR
Ohio
(5/6/2025)
RR
Pennsylvania
(5/5/2025)
RR
South Carolina
(5/5/2025)
RR
Texas
(11/17/2016)
RR
Utah
(5/5/2025)
RR
Virginia
(5/5/2025)
RR
Wisconsin
(5/5/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 7/7/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/16/2016
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/3/2016
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

CR
CHARLES RIVER BROKERAGE, LLC
CHARLES RIVER BROKERAGE, LLC

CRD#: 132267 / SEC#: , 8-66578

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
700 District Ave 4th Floor, Burlington, MA 01803
Mailing Address
700 District Ave 4th Floor, Burlington, MA 01803
Phone number
(617) 664-3619
Established
Massachusetts since 03/25/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CHARLES RIVER SYSTEMS, INC.PARENT
LONG, GREGORY MICHAELMANAGER6579935
TENORIO, EDITHA VFINOP/MANAGER6755490
TRABUCCO, MARK RUSSELLCHIEF COMPLIANCE OFFICER / MANAGER4856280

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

CHARLES RIVER BROKERAGE, LLC

CRD#: 132267Burlington, MA 01803-5010

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